Settings and activity

41 results found

1. Archive Old Admin Fee Schedules

   10 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Delete…  ·  Admin →
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   Jane Litz supported this idea  ·  May 29, 2025

2. Distribution start date

   8 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Delete…  ·  Admin →
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   Jane Litz supported this idea  ·  May 29, 2025

3. Balance Swaps Should Warn if a Account goes Negative

   14 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Jane Litz supported this idea  ·  May 11, 2025

4. Add multiple payment types and banking information to profiles

   20 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Jane Litz supported this idea  ·  May 11, 2025

5. Bank Recon-Sort Checks

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Jane Litz supported this idea  ·  May 11, 2025

6. Allow for multiple advisors on an account to be notified when requesting balance swaps

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Jane Litz supported this idea  ·  May 11, 2025

7. Financial Views

   18 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Jane Litz supported this idea  ·  May 11, 2025

8. Deferred Revenue Option for Future Events where ticket revenue is collected in advance

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Jane Litz supported this idea  ·  May 11, 2025

9. Net Asset Hyperlink

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Jane Litz supported this idea  ·  May 11, 2025

10. Bank Reconcile - Reconcile List button within the reconciliation

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Jane Litz supported this idea  ·  May 11, 2025

11. Use Existing Statement Accounts in Financial Views

    12 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Jane Litz supported this idea  ·  May 11, 2025

12. Toggle off closed accounts in bank reconcile

    38 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Jane Litz supported this idea  ·  May 11, 2025

13. Unwanted Updates to Bank Reconcile

    32 votes

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    Planned  ·  7 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Jane Litz supported this idea  ·  May 11, 2025

14. Add Email address "Other Detail" to a reporting object.

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    30 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Jane Litz supported this idea  ·  May 11, 2025

15. Portal: ACH Option

    79 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Jane Litz supported this idea  ·  Apr 29, 2025

16. 1099 - Add Mailing Address to Report

    45 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Jane Litz supported this idea  ·  Feb 19, 2025

17. export in same order as shown in financial report

    23 votes

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    3 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Jane Litz supported this idea  ·  Dec 30, 2024

18. Rename one financial report on new print option

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Jane Litz supported this idea  ·  Dec 30, 2024

19. Journal import field/column mapping

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » General Ledger  ·  Delete…  ·  Admin →
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    Jane Litz supported this idea  ·  Dec 30, 2024

20. Fixed Assets and Depreciation

    14 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » General Ledger  ·  Delete…  ·  Admin →
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    Jane Litz supported this idea  ·  Dec 13, 2024