Settings and activity

106 results found

1. fund balance on fund history page

   29 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. 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

3. 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

4. Visual Presentations Using Charts (with GL data)

   13 votes

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

5. Multiple Advisors on one grant

   18 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

6. 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

7. Campaigns Without Tickets for Online Donations

   108 votes

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   Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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   Wendy Ponting supported this idea  ·  Feb 13, 2024

8. Add the ability to import custodial statements

   4 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

   4 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

    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  ·  Oct 24, 2023

12. Column View for ALL financial reports

    29 votes

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    0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Wendy Ponting supported this idea  ·  Oct 11, 2023

13. investment strategy: option set a dollar amount

    18 votes

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

14. Campaign Credit card fees

    23 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

15. 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

16. internal grant upload

    48 votes

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

    
    

    Wendy Ponting supported this idea  ·  Sep 21, 2023

17. Donations: change fund

    63 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

18. Deposit List - ability to sort by different column

    22 votes

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    4 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Wendy Ponting supported this idea  ·  Aug 9, 2023
    An error occurred while saving the comment
    Wendy Ponting commented  ·  Aug 9, 2023  ·  Edit…  ·  Delete…

    Better yet, have the ability to sort the deposit however the user needs it sorted.

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19. Require approval of ach information on vendor profile

    16 votes

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    1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Wendy Ponting supported this idea  ·  Jun 9, 2023

20. If Then logic custom reports

    20 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