Settings and activity

24 results found

1. Deposit List - ability to sort by different column

   21 votes

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   4 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  ·  Jul 18, 2024

2. reconciliation - add filters

   5 votes

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   Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   DeeAnn Rahn supported this idea  ·  Jul 18, 2024

3. Search by check number

   26 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  ·  Jul 18, 2024

4. Bulk change check numbers

   2 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   DeeAnn Rahn supported this idea  ·  Jul 18, 2024

5. new checks - total for all checks and each batch

   27 votes

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   3 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  ·  Jul 18, 2024

6. Next Check Number Used Process

   12 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   DeeAnn Rahn supported this idea  ·  Jul 18, 2024

7. Bank Reconciliation Note Section (Left Side Menu)

   13 votes

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   Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   DeeAnn Rahn supported this idea  ·  Jul 18, 2024

8. Spendable amounts - rather than running a report, can an area in the fund be created to capture the yearly spendable?

   15 votes

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   0 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   DeeAnn Rahn supported this idea  ·  Jul 18, 2024

9. Distribution Audit Details - Make available prior to posting

   14 votes

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

   
   

   DeeAnn Rahn supported this idea  ·  Jul 18, 2024

10. set distribution amount

    20 votes

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

    
    

    DeeAnn Rahn supported this idea  ·  Jul 18, 2024

11. Admin Fee Report/Audit Support

    30 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Delete…  ·  Admin →
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    DeeAnn Rahn supported this idea  ·  Jul 18, 2024

12. Admin Fee Edit

    35 votes

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

    
    

    DeeAnn Rahn supported this idea  ·  Jul 18, 2024

13. Admin Fee Report in Funds

    18 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Delete…  ·  Admin →
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    DeeAnn Rahn supported this idea  ·  Jul 18, 2024

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

    15 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  ·  Aug 21, 2023

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

    14 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  ·  Aug 21, 2023

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

    26 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  ·  Aug 21, 2023

17. fund balance on fund history page

    29 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    DeeAnn Rahn supported this idea  ·  Aug 21, 2023

18. Change Fund Group at a Point in Time

    88 votes

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

    
    

    DeeAnn Rahn supported this idea  ·  Aug 21, 2023

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

    33 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    DeeAnn Rahn supported this idea  ·  Aug 21, 2023

20. check void date

    34 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  ·  Aug 21, 2023