Settings and activity

89 results found

1. Close a Functional Expense

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » General Ledger  ·  Delete…  ·  Admin →
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   Wendy Ponting supported this idea  ·  Mar 3, 2025

2. Fixed Assets and Depreciation

   17 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » General Ledger  ·  Delete…  ·  Admin →
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   Wendy Ponting supported this idea  ·  Mar 3, 2025

3. Include attachments from emails when using the new Outlook Integration.

   21 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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   Wendy Ponting supported this idea  ·  Mar 3, 2025

4. Don't allow Agency Funds marked Private to be shown as a donation option when the portal access is not marked as able to donate to that fund

   24 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Wendy Ponting supported this idea  ·  Mar 3, 2025

5. Expand capability of "add note to CSuite" Outlook integration

   85 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Wendy Ponting supported this idea  ·  Mar 3, 2025

6. 1099 - Add Mailing Address to Report

   50 votes

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

7. Fund Advisor Options - Donations and Grants Emails

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   40 votes

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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

8. Financial report fund filters

   27 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

9. 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

10. Department Codes per GL Line

    12 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. Financial Reports

    7 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

12. Enhance Budgeting Tools - Scenarios, Forecasts

    13 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. Budget % Over year automation

    7 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

14. Balance Sheet Liabilities List Order

    21 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

15. 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

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

    7 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

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

    29 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

18. Pledge Reporting - Custom Reports

    3 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

19. Pledge Reporting

    6 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

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

    30 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