Settings and activity

12 results found

1. Search by check number

   20 votes

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

   
   

   Boyer, Kristin supported this idea  ·  Aug 16, 2023

2. Secure option to obtain ACH information

   141 votes

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   Under Consideration  ·  8 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Boyer, Kristin supported this idea  ·  Aug 16, 2023

3. General Ledger Search- From>To Accounts

   21 votes

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

   
   

   Boyer, Kristin supported this idea  ·  Aug 4, 2023

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

   49 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

   
   

   Boyer, Kristin supported this idea  ·  Aug 4, 2023

5. Custom Reports: Multiple Filters

   105 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Boyer, Kristin supported this idea  ·  Jun 28, 2023

6. board portal

   158 votes

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   7 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Boyer, Kristin supported this idea  ·  Jun 28, 2023

7. it makes absolutely no sense that we have to relog in and enter our emails and passwords a second time to reach idea lab.

   132 votes

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

   
   

   Boyer, Kristin supported this idea  ·  Jun 28, 2023

8. Recurring Donation - give donors option to end or change amount on portal

   140 votes

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   Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Boyer, Kristin supported this idea  ·  Jun 28, 2023

9. Fund Advisor Portal Enhancements Please

   148 votes

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   Planned  ·  19 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Boyer, Kristin supported this idea  ·  Jun 28, 2023

10. One Log In Across Foundant Platforms

    192 votes

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    Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Boyer, Kristin supported this idea  ·  Jan 23, 2023

11. email - integration with Outlook

    35 votes

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    Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Boyer, Kristin supported this idea  ·  Oct 21, 2022

12. Bank Reconciliation with Outstanding Items List

    31 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

    
    

    Boyer, Kristin supported this idea  ·  Sep 12, 2022