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92 results found

  1. One Log In Across Foundant Platforms

    217 votes

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    Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Wendy Ponting supported this idea  · 

  2. Interfund - Fund Name not in Description

    15 votes

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    1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Wendy Ponting commented  · 

    Include the fund name in the General Ledger description as well

    Wendy Ponting supported this idea  · 

  3. Enable Custom Account Types

    35 votes

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    4 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Wendy Ponting supported this idea  · 
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    Wendy Ponting commented  · 

    Ability to add additional account types to allow foundations to group activity how they would like

    Current P&L types include: Expense, Program, Adminstration, other expenses, payroll expense, professional fees, support, other income.

  4. Opportunity Pop Up Notification

    27 votes

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    0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Wendy Ponting supported this idea  · 

  5. pledge reminders - option to download to word

    15 votes

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    4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Wendy Ponting supported this idea  · 

  6. investment performance

    22 votes

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    3 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Admin →
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    Wendy Ponting commented  · 

    TThis would be very helpful when trying to split contributions into separate funds. There really isn't a good way to calculate the updated value in csuite.

    The performance calculation must take into account that additions and distributions should be treated differently than actual investment activity when calculating the returns.

    Wendy Ponting supported this idea  · 

  7. Bank Reconciliation with Outstanding Items List

    35 votes

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    Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Wendy Ponting supported this idea  · 

  8. Revenue Share option for Impact Investing

    9 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Wendy Ponting supported this idea  · 

  9. Spendable amounts - rather than running a report, can an area in the fund be created to capture the yearly spendable?

    15 votes

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    0 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Admin →
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    Wendy Ponting supported this idea  · 

  10. GL History Report - include check number for voids

    25 votes

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    0 comments  ·  CommunitySuite Idea Lab » General Ledger  ·  Admin →
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    Wendy Ponting supported this idea  · 

  11. export in same order as shown in financial report

    22 votes

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    3 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Admin →
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    Wendy Ponting commented  · 

    Give the option to export ALL finanical reports as they are shown on the screen

    Wendy Ponting shared this idea  · 

  12. Navigation - Add Save option to left side menu

    51 votes

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    2 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Wendy Ponting supported this idea  · 
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