Settings and activity

17 results found

1. Grant refunds post to spendable option

   68 votes

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   Planned  ·  5 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   DeeAnn Rahn commented  ·  March 25, 2024  ·  Edit…  ·  Delete…

   This is a critical option for us, because most of our refunds need to go back to the spendable portion of the fund so we can re-issue it or issue a new grant.

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   DeeAnn Rahn supported this idea  ·  August 21, 2023

2. Make spendables a field in both the Fund Summary dashboard and the custom reports

   16 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   DeeAnn Rahn supported this idea  ·  August 21, 2023

3. financial reports columns

   5 votes

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   Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   DeeAnn Rahn supported this idea  ·  August 21, 2023

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

   11 votes

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

   
   

   DeeAnn Rahn supported this idea  ·  August 21, 2023

5. Report on 1st time donors to a fund, including fund advisors

   12 votes

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

   
   

   DeeAnn Rahn supported this idea  ·  August 21, 2023

6. Vendors Paid Report

   12 votes

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

   
   

   DeeAnn Rahn supported this idea  ·  August 21, 2023

7. Allow editing a custom report name, description or sharing without having to save as a different report

   22 votes

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

   
   

   DeeAnn Rahn supported this idea  ·  August 21, 2023

8. Custom Reports: Multiple Filters

   106 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   DeeAnn Rahn supported this idea  ·  August 21, 2023

9. fund balance on fund history page

   14 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   DeeAnn Rahn supported this idea  ·  August 21, 2023

10. Change Fund Group at a Point in Time

    84 votes

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

    
    

    DeeAnn Rahn supported this idea  ·  August 21, 2023

11. Spendable budget field on fund statement ability to show remaining spendable AND next year's budget on year-end statements

    16 votes

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

    
    

    DeeAnn Rahn supported this idea  ·  August 21, 2023

12. check void date

    23 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

    
    

    DeeAnn Rahn supported this idea  ·  August 21, 2023

13. quick voucher

    5 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    DeeAnn Rahn supported this idea  ·  August 21, 2023

14. Bank reconciliations

    23 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    DeeAnn Rahn supported this idea  ·  August 21, 2023

15. investment performance

    16 votes

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

    
    

    DeeAnn Rahn supported this idea  ·  August 21, 2023

16. Bank Reconciliation with Outstanding Items List

    32 votes

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    0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Under Consideration  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    
    

    DeeAnn Rahn supported this idea  ·  August 21, 2023

17. Fiscal Sponsorships/Sponsored Orgs

    24 votes

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

    
    

    DeeAnn Rahn supported this idea  ·  August 21, 2023