Settings and activity

34 results found

1. Budget Reporting

   20 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

2. Balance Sheet Liabilities List Order

   19 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

3. 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

4. Add # of Gifts field to Profile reports

   41 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

5. Combine credit card fees with the donation amount

   116 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

6. Fund statements: Need school name in Grantee section

   148 votes

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   19 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Holly Spitz 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

7. 1099-R - IRS 1099 Field in Account Section

   7 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

8. Financial report fund filters

   25 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

9. 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

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

    29 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

11. 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

12. Change Fund Group at a Point in Time

    91 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

13. One Log In Across Foundant Platforms

    221 votes

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    Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Jane Litz supported this idea  ·  Jun 24, 2022

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

    46 votes

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