Settings and activity

94 results found

1. Create a Transaction using the Fund ID instead of Fund Name

   19 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Wendy Ponting supported this idea  ·  May 21, 2024

2. fund balance on fund history page

   30 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Wendy Ponting supported this idea  ·  May 21, 2024

3. 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

   
   

   An error occurred while saving the comment
   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

4. 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

5. Visual Presentations Using Charts (with GL data)

   13 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

6. 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

7. 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

8. 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

9. Create New Fund Online and Edit Existing Fund Online

   5 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 26, 2023

10. Impact Investing

    17 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

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

    26 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

12. investment strategy: option set a dollar amount

    19 votes

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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

13. Campaign Credit card fees

    24 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

    
    

    An error occurred while saving the comment
    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

14. percentage of gift to spendable

    30 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

15. Donations: change fund

    64 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

16. If Then logic custom reports

    21 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

17. Increase character count in grant description field

    22 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Wendy Ponting supported this idea  ·  May 8, 2023

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

    37 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

19. Add Permission to View ACH Details in Profiles

    40 votes

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

    
    

    Wendy Ponting supported this idea  ·  May 8, 2023

20. Combine credit card fees with the donation amount

    117 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

    
    

    An error occurred while saving the comment
    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