Settings and activity

40 results found

1. custom report check date field

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Lori Melby supported this idea  ·  Jun 9, 2025

2. Report Filtering

   9 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Lori Melby supported this idea  ·  Jun 9, 2025

3. Export format to excel to preserve hyperlinks

   8 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Lori Melby supported this idea  ·  Jun 9, 2025

4. Select users to share custom reports with instead of sharing with everyone

   12 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Lori Melby supported this idea  ·  Jun 9, 2025

5. Reports: Freeze the column headers

   57 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Lori Melby supported this idea  ·  Jun 9, 2025

6. Would love to be able to set the default dashboard period

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   19 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Lori Melby supported this idea  ·  Jun 9, 2025

7. 1099 - Add Mailing Address to Report

   54 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Lori Melby supported this idea  ·  Jun 9, 2025

8. Docusign Integration

   147 votes

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   Under Consideration  ·  5 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Lori Melby supported this idea  ·  Jun 9, 2025

9. Check Detail Attachment

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Lori Melby supported this idea  ·  Jun 9, 2025

10. Include Fund name/short name on Pay vouchers screen

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Lori Melby supported this idea  ·  Jun 9, 2025

11. Quick view for attachments on vouchers

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Lori Melby supported this idea  ·  Jun 9, 2025

12. 1099 Indicator box bulk update

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Lori Melby supported this idea  ·  Jun 9, 2025

13. Check register needs to include Description from voucher/grant

    4 votes

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    1 comment  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    A custom check report could be used to send out. That way you could add the columns that you would like.

    Lori Melby supported this idea  ·  Jun 9, 2025

14. vendor custom field

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Lori Melby supported this idea  ·  Jun 9, 2025

15. Sort Voucher Items Columns

    7 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Lori Melby supported this idea  ·  Jun 9, 2025

16. Add closed funds to fund advisor designation

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Lori Melby supported this idea  ·  Jun 9, 2025

17. Fund Advisor Tracking Options

    6 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Lori Melby supported this idea  ·  Jun 9, 2025

18. Login As --Removes user's existing login

    265 votes

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    Proposed Idea  ·  40 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Lori Melby supported this idea  ·  Jun 9, 2025

19. Navigation - Add Save option to left side menu

    52 votes

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    Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Lori Melby supported this idea  ·  May 13, 2022

20. Change Fund Group at a Point in Time

    97 votes

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    10 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Skye Weber responded
    Lori Melby supported this idea  ·  May 13, 2022