Settings and activity

92 results found

1. 1099 - Add Mailing Address to Report

   31 votes

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   3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Wendy Ponting supported this idea  ·  Feb 14, 2025

2. Fund Advisor Options - Donations and Grants Emails

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   25 votes

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   2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Wendy Ponting supported this idea  ·  Feb 13, 2025

3. 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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   Wendy Ponting supported this idea  ·  Feb 10, 2025
   Wendy Ponting shared this idea  ·  Dec 28, 2022

4. Calculate CGA/CRT Payments based on % of FMV.

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Wendy Ponting supported this idea  ·  Feb 10, 2025

5. Department Codes per GL Line

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Wendy Ponting supported this idea  ·  Feb 10, 2025

6. Financial Reports

   6 votes

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   1 comment  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Holly Spitz responded

   Note: If you only prepare a budget for certain funds, filter to those funds and accounts without any activity will not display.

   Wendy Ponting supported this idea  ·  Feb 10, 2025

7. Financial Package

   17 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Wendy Ponting supported this idea  ·  Feb 10, 2025

8. Enhance Budgeting Tools - Scenarios, Forecasts

   8 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Wendy Ponting supported this idea  ·  Feb 10, 2025

9. Budget % Over year automation

   4 votes

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   0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Wendy Ponting supported this idea  ·  Feb 10, 2025

10. 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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    Wendy Ponting supported this idea  ·  Feb 10, 2025

11. Rename one financial report on new print option

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Wendy Ponting supported this idea  ·  Feb 10, 2025

12. Save Report Columns Options (ordering, naming, showing, etc.) on Print Screen in Financial Reports

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Wendy Ponting supported this idea  ·  Feb 10, 2025

13. Print column headings on multiple pages of pdf reports from "print page"

    10 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Wendy Ponting supported this idea  ·  Feb 10, 2025

14. Gift internal Notifications: Automatic notification of interfund donation to recipient fund advisor

    105 votes

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    Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Wendy Ponting supported this idea  ·  Feb 10, 2025

15. Pledge Reporting - Custom Reports

    2 votes

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    0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Wendy Ponting shared this idea  ·  Feb 7, 2025

16. Pledge Reporting

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Wendy Ponting supported this idea  ·  Feb 7, 2025

17. Print/Generate Fund Statements grouped by Fund Advisor/Individual

    27 votes

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

    
    

    Wendy Ponting supported this idea  ·  Jan 30, 2025

18. Pledges with non-charitable portion

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    0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    There is an option to create a ticket for a campaign that has a charitable/non-charitable split. This can be created as a receivable. Here is a link to the support hub article for more information: https://support.foundant.com/hc/en-us/articles/4404630141847-Event-Campaigns

    Wendy Ponting supported this idea  ·  Jan 16, 2025

19. Bank reconcile - approvals and log

    128 votes

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    Planned  ·  4 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Wendy Ponting commented  ·  Jan 8, 2025  ·  Edit…  ·  Delete…

    This would be very helpful in streamlining our processes. Ideally, there would be at least two signoffs, one for the staff person completing the reconciliation and another that would sign off that they reviewed and approved the completed reconciliation.

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    Wendy Ponting supported this idea  ·  Jul 14, 2021

20. Revenue Share: "Percent" and "Avg Balance" Columns do NOT export

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Wendy Ponting supported this idea  ·  Dec 17, 2024