Settings and activity

13 results found

1. Toggle off closed accounts in bank reconcile

   43 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Maddison Haan commented  ·  Mar 3, 2025  ·  Edit…  ·  Delete…

   We have 37 open accounts and 31 closed accounts. It is overwhelming to look at and unnecessary to see the 31 closed accounts.

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   Maddison Haan supported this idea  ·  Mar 3, 2025

2. set distribution amount

   22 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

   
   

   Maddison Haan supported this idea  ·  Sep 16, 2024

3. Spendable distributions scheduling

   23 votes

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

   
   

   Maddison Haan supported this idea  ·  Sep 4, 2024

4. Financial Views

   19 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Maddison Haan supported this idea  ·  Sep 4, 2024

5. stripe total line

   7 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Maddison Haan shared this idea  ·  Aug 28, 2024

6. batch emails

   19 votes

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   4 comments  ·  GLM & SLM Idea Lab » Batch  ·  Delete…  ·  Admin →
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   Maddison Haan supported this idea  ·  May 2, 2024

7. Ability to Build Custom Financial Statements in the Reports Section

   30 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Maddison Haan supported this idea  ·  Apr 17, 2024

8. Visual Presentations Using Charts (with GL data)

   17 votes

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   Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Maddison Haan supported this idea  ·  Apr 17, 2024

9. ApplePay, PayPal, Venmo integration

   53 votes

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   3 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Maddison Haan supported this idea  ·  Dec 20, 2023

10. Balance Swap - Edit Amounts

    50 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

    
    

    Maddison Haan supported this idea  ·  Nov 15, 2023

11. Admin Fee Report/Audit Support

    33 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Delete…  ·  Admin →
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    Maddison Haan supported this idea  ·  May 15, 2023

12. Admin Fee Edit

    37 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

    
    

    Maddison Haan supported this idea  ·  May 15, 2023

13. Export to “Microsoft Word Document” instead of “Microsoft Word 97 – 2003 Document”

    36 votes

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

    
    

    Maddison Haan supported this idea  ·  Sep 29, 2022