Settings and activity

90 results found

1. Cancel Interfund Grant/Donation

   20 votes

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

   
   

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   Wendy Ponting commented  ·  May 1, 2024  ·  Edit…  ·  Delete…

   The option to pay a cancelled interfund and then process a new interfund to return the money results in an overstatement of gifts and grants from the granting and receiving funds requiring an indepth review of activity prior releasing totals.

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   Wendy Ponting supported this idea  ·  Sep 17, 2021

2. Impact Investing: revenue share

   18 votes

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   Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Delete…  ·  Admin →
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   Wendy Ponting supported this idea  ·  Apr 5, 2024

3. Visual Presentations Using Charts (with GL data)

   14 votes

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   Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Wendy Ponting supported this idea  ·  Mar 27, 2024

4. Multiple Advisors on one grant

   19 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Wendy Ponting supported this idea  ·  Mar 20, 2024

5. Custom Field permission by record type

   29 votes

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   7 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Wendy Ponting supported this idea  ·  Feb 16, 2024

6. Add the ability to import custodial statements

   5 votes

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   Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Wendy Ponting supported this idea  ·  Dec 26, 2023

7. Create New Fund Online and Edit Existing Fund Online

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Wendy Ponting supported this idea  ·  Dec 26, 2023

8. Impact Investing

   18 votes

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   Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Delete…  ·  Admin →
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   Wendy Ponting supported this idea  ·  Dec 26, 2023

9. Ability to Build Custom Financial Statements in the Reports Section

   29 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  ·  Oct 24, 2023

10. investment strategy: option set a dollar amount

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Wendy Ponting supported this idea  ·  Oct 9, 2023

11. Campaign Credit card fees

    25 votes

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

    
    

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    Wendy Ponting commented  ·  Oct 9, 2023  ·  Edit…  ·  Delete…

    Link the donation of the credit card fees automatically to the campaign.

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    Wendy Ponting shared this idea  ·  Sep 6, 2022

12. percentage of gift to spendable

    31 votes

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    4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Wendy Ponting supported this idea  ·  Oct 5, 2023

13. Donations: change fund

    66 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Wendy Ponting supported this idea  ·  Aug 9, 2023

14. If Then logic custom reports

    22 votes

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

    
    

    Wendy Ponting supported this idea  ·  Jun 8, 2023

15. Increase character count in grant description field

    23 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Wendy Ponting supported this idea  ·  May 8, 2023

16. AP voucher line order should stay in order of entry

    41 votes

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    2 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Wendy Ponting supported this idea  ·  May 8, 2023

17. Combine credit card fees with the donation amount

    120 votes

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    7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    This just released today..This should help with the reporting.

    6/11/2025:Custom Reports: Added a new "CC Fee Donation" boolean field to donation reports. This enhancement allows users to easily identify and filter donations where credit card fees were covered. The field is now available as both a report column and a filter option, offering more flexibility when customizing donation reports.

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    Wendy Ponting commented  ·  Apr 21, 2023  ·  Edit…  ·  Delete…

    Recording the fee as an additional gift also results in more backend work reconciling gifts and making corrections to for incorrect profile information pulled in from Stripe.

    One gift would be more efficient to process

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    Wendy Ponting supported this idea  ·  Apr 21, 2023

18. set distribution amount

    22 votes

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

    
    

    Wendy Ponting supported this idea  ·  Apr 21, 2023

19. Navigation: Shift-Select Multiple Checkboxes #letshifthappen

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    47 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Wendy Ponting supported this idea  ·  Feb 1, 2023

20. Export Date / Run Date

    22 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Wendy Ponting commented  ·  Aug 26, 2022  ·  Edit…  ·  Delete…

    Export for financial statements includes the statement date but not the run date. it would be helpful to have the run date in the header

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    Wendy Ponting supported this idea  ·  Aug 26, 2022