Settings and activity

32 results found

1. Recurring donation record with ACH as a Payment option

   29 votes

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   7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   Moving this idea back to Proposed.  This request is to create a recurring donation from the back end of CSuite and have ACH be a payment option (Currently it is only Stripe).

   Sarah Knoch supported this idea  ·  September 28, 2022

2. set distribution amount

   15 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

   
   

   Sarah Knoch supported this idea  ·  September 28, 2022

3. Separate the closing of the last period of the year from the closing of the year

   50 votes

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

   
   

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   Sarah Knoch commented  ·  September 28, 2022  ·  Edit…  ·  Delete…

   Agreed. The monthly or quarterly close to run fund statements should be treated as a "soft" close and should have no effect on the retained earnings.

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   Sarah Knoch supported this idea  ·  September 28, 2022

4. 990 tax class

   35 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Sarah Knoch supported this idea  ·  July 26, 2022

5. Docusign Integration

   114 votes

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   Under Consideration  ·  4 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Sarah Knoch supported this idea  ·  June 24, 2022

6. One Log In Across Foundant Platforms

   198 votes

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   Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Sarah Knoch supported this idea  ·  June 24, 2022

7. Bank Reconciliation with Outstanding Items List

   32 votes

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   0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Under Consideration  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   
   

   Sarah Knoch supported this idea  ·  April 07, 2022

8. Bank reconcile - approvals and log

   114 votes

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   Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Sarah Knoch supported this idea  ·  April 07, 2022

9. Fund Advisor Portal: Visibility for grant checks cleared

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   48 votes

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   Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Sarah Knoch supported this idea  ·  April 07, 2022

10. Total Award Amount

    44 votes

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    1 comment  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Sarah Knoch supported this idea  ·  April 07, 2022

11. Balance Swap - Edit Amounts

    40 votes

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

    
    

    Sarah Knoch supported this idea  ·  February 02, 2022

12. Export Balance Swap

    7 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Sarah Knoch commented  ·  November 30, 2021  ·  Edit…  ·  Delete…

    With the balance swap feature, it would be wonderful if we could export the table that come up into excel. That would make it easier for us to analysis the data and sort by fund type or account.

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    Sarah Knoch supported this idea  ·  November 30, 2021