Settings and activity

16 results found

1. Bank reconciliations - display report when reconcile is selected

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   28 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

   19 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

   30 votes

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   Under Consideration  ·  10 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Shana South supported this idea  ·  Jul 11, 2024

4. check reconciliation - allow csv upload of multi voucher checks

   8 votes

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   2 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Under Consideration  ·  Holly Spitz responded

   
   

   Shana South supported this idea  ·  Mar 8, 2024

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

   44 votes

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   Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Shana South supported this idea  ·  Feb 5, 2024

6. Pay Email Address for EFT Grant Notifications

   53 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

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

   34 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

8. Balance Swap - Edit Amounts

   47 votes

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   4 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

9. Bank Reconciliation with Outstanding Items List

   35 votes

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   Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Shana South supported this idea  ·  Sep 6, 2023

10. 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

11. reconciliation - add filters

    5 votes

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    Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Shana South supported this idea  ·  Sep 5, 2023

12. Recurring Grant: Calendar End Date Option

    36 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Shana South supported this idea  ·  Jul 31, 2023

13. check void date

    34 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

14. Grouping Non-Till Transactions for Deposit

    15 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

15. Multi-Fund Journal Entries and attachments

    19 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

16. Search by check number

    26 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