Settings and activity

31 results found

1. Fund statements: Need school name in Grantee section

   147 votes

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   19 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   After review by our engineering team, we are moving this back to proposed. The school name populates if using Post by Payment. The reason it does not without that option is that the scholarship populates the fund statement on the post date, and the school is assigned on the payment lines, which could be later than the post date.

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   Jane Litz commented  ·  Aug 24, 2023  ·  Edit…  ·  Delete…

   Excellent idea - please incorporate!

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   Jane Litz supported this idea  ·  Aug 24, 2023

2. 1099-R - IRS 1099 Field in Account Section

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Jane Litz supported this idea  ·  Jan 27, 2023

3. Financial report fund filters

   21 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 28, 2022

4. 990 tax class

   37 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Jane Litz supported this idea  ·  Jul 26, 2022

5. Financials: fund balance (show $0 balance funds)

   27 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Jane Litz supported this idea  ·  Jun 24, 2022

6. Export to “Microsoft Word Document” instead of “Microsoft Word 97 – 2003 Document”

   35 votes

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   2 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Jane Litz supported this idea  ·  Jun 24, 2022

7. Change Fund Group at a Point in Time

   86 votes

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   8 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Jane Litz supported this idea  ·  Jun 24, 2022

8. One Log In Across Foundant Platforms

   208 votes

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   Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Jane Litz supported this idea  ·  Jun 24, 2022

9. Bank reconciliations - display report when reconcile is selected

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   26 votes

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   Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Jane Litz supported this idea  ·  Feb 13, 2021

10. YTD Budget view comparison of two different years

    23 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  ·  Feb 13, 2021

11. Bank reconciliations - option to hide checked items for easier list of open transactions

    42 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Jane Litz supported this idea  ·  Feb 13, 2021