Settings and activity

30 results found

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

   54 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

   
   

   Caili Brading supported this idea  ·  Nov 20, 2024

2. Fixed Assets and Depreciation

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » General Ledger  ·  Delete…  ·  Admin →
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   Caili Brading supported this idea  ·  Nov 20, 2024

3. Rename one financial report on new print option

   1 vote

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   0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Edit…  ·  Delete…  ·  Admin →
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   Caili Brading shared this idea  ·  Nov 19, 2024

4. Household Donations on Donor Portal

   30 votes

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   Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Caili Brading supported this idea  ·  Oct 17, 2024

5. Fund Advisor Tab Options Default

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Caili Brading supported this idea  ·  Oct 15, 2024

6. Add Profile Fund Category to Fund Advisor Fund Custom Report

   29 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Caili Brading supported this idea  ·  Oct 15, 2024

7. Combine credit card fees with the donation amount

   112 votes

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

   
   

   Caili Brading supported this idea  ·  Oct 11, 2024

8. spendable internal grant gl account edits

   9 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Delete…  ·  Admin →
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   Caili Brading supported this idea  ·  Oct 4, 2024

9. Custom Reports need more options for numeric values other than TOTAL (like AVERAGE, MIN, MAX, COUNT) without grouping or removing fields

   26 votes

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   0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   
   

   Caili Brading supported this idea  ·  Jul 31, 2024

10. display future year's spendable amount on fund statement

    26 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Caili Brading supported this idea  ·  Jul 31, 2024

11. Permission to Delete Others' Shared Reports

    32 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Caili Brading supported this idea  ·  Jul 12, 2024

12. percentage of gift to spendable

    30 votes

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

    
    

    Caili Brading supported this idea  ·  Jul 20, 2023

13. Opportunity Task Workflow

    42 votes

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

    
    

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    Caili Brading commented  ·  Jul 20, 2023  ·  Edit…  ·  Delete…

    This would be huge for us because we are using opportunities for a "new fund" and multiple people here touch these new funds and we have several tasks we have to add to multiple people in a certain order. It is very cumbersome trying to add all those individual tasks each time.

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    Caili Brading supported this idea  ·  Jul 20, 2023

14. Closed Funds should appear in Red in Relationships tab

    81 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Caili Brading supported this idea  ·  Jul 20, 2023

15. Secure option to obtain ACH information

    176 votes

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    Under Consideration  ·  10 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Caili Brading supported this idea  ·  Jul 20, 2023

16. Sync attachments in csuite and glm

    23 votes

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

    
    

    Caili Brading supported this idea  ·  May 9, 2023

17. Report field to indicate if a grant is a multi-fund grant

    11 votes

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    1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    In Grants, select reports in the left hand menu.  Next, select the date range for your reporting need.  The master grant id is a column on the far right of this report.  This would indicate if the grant is a multi-fund grant.  

    Caili Brading supported this idea  ·  Mar 21, 2023

18. Add Permission to View ACH Details in Profiles

    35 votes

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

    
    

    Caili Brading supported this idea  ·  Mar 21, 2023

19. When creating Fund Statements, allow for multiple categories to be filtered

    7 votes

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    1 comment  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    
    

    Caili Brading supported this idea  ·  Feb 21, 2023

20. Print/Generate Fund Statements grouped by Fund Advisor/Individual

    18 votes

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

    
    

    Caili Brading supported this idea  ·  Feb 21, 2023