Deb Pfledderer

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  1. 30 votes

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    0 comments  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
    Deb Pfledderer supported this idea  · 
  2. 15 votes

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    1 comment  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
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  3. 31 votes

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    Deb Pfledderer supported this idea  · 
  4. 18 votes

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    5 comments  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
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    Deb Pfledderer commented  · 

    We would want to be able to print it out as part of the reconciliation. We use the current section that shows the book balance also. It is a quick reference for the supervisor to check and sign off on.

    Deb

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  5. 20 votes

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    3 comments  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
    Planned  ·  Bryan Geary responded

    Will put this on the roadmap so watch for it in a future release!

    Deb Pfledderer supported this idea  · 
  6. 11 votes

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  7. 15 votes

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    2 comments  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
    Planned  ·  Bryan Geary responded

    The way this will be implemented first is going to be a new drop down under the balance sheet. You currently have one for agency that breaks it up into agency and non-agency numbers. The new one will be called “Agency-Liab” (or something like that) that will do some calculations for you. In the liabilities section, it will add a line called “Agency Fund Liability” that will be the total of the assets – liabilities for agency funds. In the equity section, it would decrease the equity account balances (and remove the links) by the amount for agency funds in those lines.

    Would that cover what you need?

    Deb Pfledderer shared this idea  · 
  8. 19 votes

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    6 comments  ·  CommunitySuite Idea Lab  ·  Flag idea as inappropriate…  ·  Admin →
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    Deb Pfledderer commented  · 

    Accounts Receivable is not really a word used very much in the Foundation world in my opinion. Gifts and non-gifts are both money into a fund. The non-gift really just means that the donor received something in return for the donation. We have so many gifts/payments that are both gifts and non-gifts together in one that it would be very helpful to streamline the process.

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