Settings and activity

37 results found

1. Deferred Revenue Option for Future Events where ticket revenue is collected in advance

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Sarah Knoch supported this idea  ·  May 15, 2025

2. Toggle off closed accounts in bank reconcile

   36 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Sarah Knoch supported this idea  ·  May 15, 2025

3. Archive or 'Inactive' Tax Receipt Templates

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Sarah Knoch supported this idea  ·  May 15, 2025

4. Grant letter template

   8 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Sarah Knoch supported this idea  ·  May 15, 2025

5. Hide or Deactivate Letter Template

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Sarah Knoch supported this idea  ·  May 15, 2025

6. Hide/Archive Option for Templates

   8 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Sarah Knoch supported this idea  ·  May 15, 2025

7. OPTION TO SAVE EDITED TAX RECEIPTS/ACKNOWLEDGEMENTS TO PROFILES

   22 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Sarah Knoch supported this idea  ·  May 15, 2025

8. Primary Contact Field in Reports

   36 votes

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   Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   An error occurred while saving the comment
   Sarah Knoch commented  ·  May 15, 2025  ·  Edit…  ·  Delete…

   Also agree with Jenny Praytor's comment. We need to have a way to have a primary contact for different departments! We have an option for a pay address, but it is still addressed to the primary contact instead of the person handling payments. It causes a lot of extra work.

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   Sarah Knoch supported this idea  ·  May 15, 2025

9. Fund Advisor Options - Donations and Grants Emails

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   38 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Sarah Knoch supported this idea  ·  Feb 14, 2025

10. 1099 - Add Mailing Address to Report

    43 votes

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

11. Filter by TOTAL Donations in Donor Report

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    25 votes

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

    
    

    Sarah Knoch supported this idea  ·  Nov 14, 2024

12. Financial Views

    17 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Sarah Knoch supported this idea  ·  Sep 18, 2024

13. Financials: fund balance (show $0 balance funds)

    29 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Sarah Knoch supported this idea  ·  Sep 18, 2024

14. 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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    Sarah Knoch supported this idea  ·  Sep 18, 2024

15. Enhance Budgeting Tools - Scenarios, Forecasts

    10 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Sarah Knoch supported this idea  ·  Sep 18, 2024

16. Department Codes per GL Line

    9 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Sarah Knoch supported this idea  ·  Sep 18, 2024

17. Financial Reports

    6 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.

    Sarah Knoch supported this idea  ·  Sep 18, 2024

18. Budget Reporting

    21 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Sarah Knoch supported this idea  ·  Sep 18, 2024

19. Balance Sheet Liabilities List Order

    19 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Sarah Knoch supported this idea  ·  Sep 18, 2024

20. pledge promise

    15 votes

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

    
    

    Sarah Knoch supported this idea  ·  Sep 18, 2024