Settings and activity

5 results found

1. annualized budget percentage on income statement

   70 votes

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   2 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Kenneth Daniel Wiandt supported this idea  ·  October 12, 2022

2. Add Fund Open Date and Investment Strategy to Underwater Funds Report

   71 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Kenneth Daniel Wiandt supported this idea  ·  October 12, 2022

3. Donor portal - change voucher list to sort by date

   8 votes

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   Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Kenneth Daniel Wiandt shared this idea  ·  May 10, 2022

4. 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  ·  Delete…  ·  Admin →
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   Kenneth Daniel Wiandt supported this idea  ·  May 10, 2022

5. Inception to Date Report with Fund Balances

   42 votes

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   6 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

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   Kenneth Daniel Wiandt commented  ·  April 07, 2022  ·  Edit…  ·  Delete…

   Would love to see a fund report that gives Beginning balance, detailed transactions for donations, investment income, grants, vouchers, and ending balance. Similar to the Fund activity report in FIMS software.

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   Kenneth Daniel Wiandt supported this idea  ·  April 07, 2022