Settings and activity

11 results found

1. Reports: Freeze the column headers

   47 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Boyer, Kristin supported this idea  ·  Nov 8, 2024

2. Donations: change fund

   62 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Boyer, Kristin supported this idea  ·  Oct 30, 2024

3. Expand the Fund Beneficiary options from just percentages to both specific amounts and percentages.

   44 votes

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   Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Boyer, Kristin commented  ·  Oct 16, 2024  ·  Edit…  ·  Delete…

   Would like the option to assign a single fund w/some beneficiaries set $ amounts, and remaining spendable pool granted to either single beneficiary or multiple beneficiaries by percentage. Example: Washington State Pup Fund's agreement specifies annual distributions per spending policy be allocated as $1k each per Short-Hair Dog Fund and Hairy Dog Fund, and the remaining balance split 50%/50% between Hyper Dog Fund and Lazy Dog Fund.

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   Boyer, Kristin supported this idea  ·  Oct 16, 2024

4. Search by check number

   26 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

5. Secure option to obtain ACH information

   193 votes

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   Planned  ·  11 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Boyer, Kristin supported this idea  ·  Aug 16, 2023

6. General Ledger Search- From>To Accounts

   24 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

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

   57 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

8. board portal

   188 votes

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   10 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

9. One Log In Across Foundant Platforms

   217 votes

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   Under Consideration  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Boyer, Kristin supported this idea  ·  Jan 23, 2023

10. email - integration with Outlook

    83 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Boyer, Kristin supported this idea  ·  Oct 21, 2022

11. Bank Reconciliation with Outstanding Items List

    35 votes

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    Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Boyer, Kristin supported this idea  ·  Sep 12, 2022