Settings and activity

106 results found

1. Fund Advisor Options - Donations and Grants Emails

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

2. 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

3. 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

4. Department Codes per GL Line

   8 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. 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

6. Financial Package

   18 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

7. Enhance Budgeting Tools - Scenarios, Forecasts

   9 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. Budget % Over year automation

   4 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

9. 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

10. 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

11. 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

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

    12 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

13. Pledge Reporting - Custom Reports

    2 votes

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

14. Pledge Reporting

    5 votes

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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

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

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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

16. Pledges with non-charitable portion

    2 votes

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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

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

    10 votes

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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

18. Formatting for "Amount" fields in all Content areas

    59 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Wendy Ponting supported this idea  ·  Dec 17, 2024

19. Change Grantee in Grant Request to internal fund

    58 votes

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    Under Consideration  ·  12 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Wendy Ponting supported this idea  ·  Dec 17, 2024

20. pledges

    1 vote

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    Wendy Ponting shared this idea  ·  Dec 11, 2024