Settings and activity

18 results found

1. grant to spendable

   2 votes

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   0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Boyer, Kristin shared this idea  ·  Mar 25, 2025

2. Export Balance Swap

   18 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Boyer, Kristin supported this idea  ·  Feb 27, 2025

3. Bulk change check numbers

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Boyer, Kristin supported this idea  ·  Feb 27, 2025

4. stripe total line

   4 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Boyer, Kristin supported this idea  ·  Feb 27, 2025

5. account transfer

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Boyer, Kristin supported this idea  ·  Feb 27, 2025

6. Unwanted Updates to Bank Reconcile

   17 votes

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   Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Boyer, Kristin supported this idea  ·  Feb 27, 2025

7. Toggle off closed accounts in bank reconcile

   24 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Boyer, Kristin supported this idea  ·  Feb 27, 2025

8. Donor Portal Financials - Only Allow Reporting on Closed Periods

   75 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Boyer, Kristin supported this idea  ·  Feb 26, 2025

9. 1099 - Add Mailing Address to Report

   39 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Boyer, Kristin supported this idea  ·  Feb 26, 2025

10. Reports: Freeze the column headers

    48 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

11. Donations: change fund

    63 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

12. 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

13. 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

14. 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

15. 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

16. board portal

    192 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

17. One Log In Across Foundant Platforms

    221 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

18. email - integration with Outlook

    84 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