Settings and activity

30 results found

1. Deposit List - ability to sort by different column

   20 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

   4 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  ·  Jul 18, 2024

3. Historical reconciliations for closed accounts

   3 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. Search by check number

   24 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

5. Reverse Reconcile Check Numbers

   3 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

6. 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

7. 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

8. Next Check Number Used Process

   11 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

9. Bank Reconciliation Note Section (Left Side Menu)

   12 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  ·  Jul 18, 2024

10. Bank Rec: Option to bulk unreconcile to a certain date

    10 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

11. 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

12. Distribution Audit Details - Make available prior to posting

    13 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

13. set distribution amount

    19 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

14. Admin Fee Report/Audit Support

    28 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

15. Admin Fee Edit

    33 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

16. Distribution Calculation Base Proposal

    3 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

17. spendable internal grant gl account edits

    9 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

18. Admin Fee Report in Funds

    16 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

19. 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

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

    11 votes

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    1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    In Grants, select reports in the left hand menu.  Next, select the date range for your reporting need.  The master grant id is a column on the far right of this report.  This would indicate if the grant is a multi-fund grant.  

    DeeAnn Rahn supported this idea  ·  Aug 21, 2023