Settings and activity

17 results found

1. 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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   Shana South supported this idea  ·  Sep 18, 2024

2. 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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   Shana South supported this idea  ·  Sep 18, 2024

3. Grant request notification for staff - add more data to email

   28 votes

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

   
   

   Shana South supported this idea  ·  Jul 11, 2024

4. Grant notify details needed

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Shana South supported this idea  ·  Mar 20, 2024

5. check reconciliation

   7 votes

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   2 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Under Consideration  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   
   

   Shana South supported this idea  ·  Mar 8, 2024

6. 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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   Shana South supported this idea  ·  Feb 5, 2024

7. Pay Email Address for EFT Grant Notifications

   52 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Shana South supported this idea  ·  Feb 5, 2024

8. Warning message if revenue share will push a fund underwater.

   32 votes

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   1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Shana South supported this idea  ·  Sep 26, 2023

9. Balance Swap - Edit Amounts

   43 votes

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   2 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

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   Shana South commented  ·  Sep 8, 2023  ·  Edit…  ·  Delete…

   In addition to changing amount - please allow the to/from to be edited. Why do the funds even have an investment account on the Cash Management set up if CS just defaults to the larger balance in investment accounts? We have several funds split between multiple investments and CS just ignores my preferred investment account on Cash Management.

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   Shana South supported this idea  ·  Aug 28, 2023

10. Bank Reconciliation with Outstanding Items List

    34 votes

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    0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Under Consideration  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    
    

    Shana South supported this idea  ·  Sep 6, 2023

11. new checks - total for all checks and each batch

    27 votes

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    3 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Shana South supported this idea  ·  Sep 6, 2023

12. reconciliation - add filters

    4 votes

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    0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Under Consideration  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    
    

    Shana South supported this idea  ·  Sep 5, 2023

13. Recurring Grant: Calendar End Date Option

    29 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Shana South supported this idea  ·  Jul 31, 2023

14. check void date

    28 votes

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    0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Shana South supported this idea  ·  Jun 22, 2023

15. Grouping Non-Till Transactions for Deposit

    14 votes

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    0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Shana South supported this idea  ·  Jun 20, 2023

16. Multi-Fund Journal Entries and attachments

    16 votes

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

    
    

    Shana South supported this idea  ·  Jun 12, 2023

17. Search by check number

    24 votes

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    0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Shana South supported this idea  ·  Jun 1, 2023