Settings and activity

31 results found

1. Export Balance Swap

   13 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Jane Litz commented  ·  Jul 18, 2024  ·  Edit…  ·  Delete…

   Agreed! We have to copy/paste to excel in order to retain the underlying support for that swap; this would be a big help.

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   Jane Litz supported this idea  ·  Jul 18, 2024

2. Fund Fee transaction export

   1 vote

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Delete…  ·  Admin →
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   Jane Litz shared this idea  ·  Jul 18, 2024

3. GL History Report - include check number for voids

   23 votes

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   0 comments  ·  CommunitySuite Idea Lab » General Ledger  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Jane Litz supported this idea  ·  Jul 3, 2024

4. Separate the closing of the last period of the year from the closing of the year

   54 votes

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   7 comments  ·  CommunitySuite Idea Lab » General Ledger  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Jane Litz supported this idea  ·  Jul 3, 2024

5. General Ledger Alert notifications

   8 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  ·  Jul 3, 2024

6. Journal Entry Errors - Received Prior to Posting

   11 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  ·  Jul 3, 2024

7. Favorite Custom Reports

   45 votes

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   2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Jane Litz supported this idea  ·  Jul 3, 2024

8. Reports: Freeze the column headers

   32 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Jane Litz supported this idea  ·  Jul 3, 2024

9. Column View for ALL financial reports

   24 votes

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   0 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  ·  Jul 3, 2024

10. Ability to Build Custom Financial Statements in the Reports Section

    19 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Jane Litz supported this idea  ·  Jul 3, 2024

11. Visual Presentations Using Charts (with GL data)

    8 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Jane Litz supported this idea  ·  Jul 3, 2024

12. Add "Admin Fee Type" or "Admin Fee Group" to Financial Filter

    7 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  ·  Jul 3, 2024

13. Financial Package

    10 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Jane Litz supported this idea  ·  Jul 3, 2024

14. Budget Reporting

    16 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  ·  Jul 3, 2024

15. Balance Sheet Liabilities List Order

    15 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Jane Litz supported this idea  ·  Jul 3, 2024

16. Balance sheet comparison over years

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Jane Litz shared this idea  ·  May 19, 2024

17. Budgets: Update entry view

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Jane Litz shared this idea  ·  Feb 21, 2024

18. Primary Contact Field in Reports

    25 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Jane Litz supported this idea  ·  Feb 19, 2024

19. Add # of Gifts field to Profile reports

    40 votes

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    2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Jane Litz supported this idea  ·  Aug 24, 2023

20. Combine credit card fees with the donation amount

    112 votes

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    7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Jane Litz supported this idea  ·  Aug 24, 2023