Settings and activity

44 results found

1. Allow edits to password reset email for fund advisor portal

   39 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Jane Litz supported this idea  ·  Aug 21, 2025

2. Bulk Edit - Payment schedule date and grant date

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   85 votes

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   12 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Jane Litz supported this idea  ·  Aug 9, 2025

3. Functionality to Bulk Delete Vouchers

   5 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Jane Litz commented  ·  Jul 17, 2025  ·  Edit…  ·  Delete…

   Please implement this!

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   Jane Litz supported this idea  ·  Jul 17, 2025

4. Archive Old Admin Fee Schedules

   12 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

5. Distribution start date

   9 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

6. Balance Swaps Should Warn if a Account goes Negative

   15 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. Add multiple payment types and banking information to profiles

   21 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

8. Bank Recon-Sort Checks

   4 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. 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

10. Financial Views

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

    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

12. Net Asset Hyperlink

    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

13. 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

14. Use Existing Statement Accounts in Financial Views

    14 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

15. Toggle off closed accounts in bank reconcile

    43 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

16. Unwanted Updates to Bank Reconcile

    44 votes

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

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

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    42 votes

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    Proposed Idea  ·  10 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Jane Litz supported this idea  ·  May 11, 2025

18. Portal: ACH Option

    110 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

19. 1099 - Add Mailing Address to Report

    51 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

20. export in same order as shown in financial report

    24 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