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30 results found

  1. board portal

    160 votes

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    7 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Caili Brading supported this idea  · 

  2. Grant refunds post to spendable option

    71 votes

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    Planned  ·  5 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Caili Brading supported this idea  · 

  3. Allow Fund Advisors to See Household Receipts

    55 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Caili Brading supported this idea  · 

  4. Attachments in Scholarships

    15 votes

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    1 comment  ·  CommunitySuite Idea Lab » Scholarships/Students  ·  Admin →
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    Caili Brading supported this idea  · 

  5. Recurring Grants- Voucher Date

    15 votes

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    0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Caili Brading shared this idea  · 

  6. Column View for ALL financial reports

    21 votes

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    0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Admin →
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    Caili Brading shared this idea  · 

  7. annualized budget percentage on income statement

    70 votes

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    2 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Admin →
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    Caili Brading supported this idea  · 

  8. Allow fund advisors to run fund statements on portal

    55 votes

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    Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Caili Brading supported this idea  · 

  9. Change Fund Group at a Point in Time

    85 votes

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    9 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Caili Brading commented  · 

    This would be super helpful. We were told to make a new fund, but we agree with Catherine that when you lose the history you don't want to make a new fund... so for us.... it's just changing the previous audited data from prior years when you pull reports which should not happen. If there could be a date when the fund was changed to a different type that might fix the issue.

    Caili Brading supported this idea  · 

  10. GL History Report - include check number for voids

    20 votes

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    0 comments  ·  CommunitySuite Idea Lab » General Ledger  ·  Admin →
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    Caili Brading supported this idea  · 
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