Settings and activity

20 results found

1. Toggle off closed accounts in bank reconcile

   39 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. Transfer Requests

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Maddison Haan shared this idea  ·  Sep 18, 2024

3. Distribution Rounding

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Delete…  ·  Admin →
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   Maddison Haan shared this idea  ·  Sep 17, 2024

4. set distribution amount

   21 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

5. fund statement - add semi-annual interval

   2 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Maddison Haan supported this idea  ·  Sep 4, 2024

6. New idea - Fund Statements - email delivery - it would be beneficial if bounced or dropped email status was in red.

   36 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Maddison Haan supported this idea  ·  Sep 4, 2024

7. Spendable distributions scheduling

   21 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

   
   

   Maddison Haan supported this idea  ·  Sep 4, 2024

8. Do Not Allow Admin Fee to make a Fund Balance Negative

   31 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

   
   

   Maddison Haan supported this idea  ·  Sep 4, 2024

9. Financial Views

   18 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

10. stripe total line

    5 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

11. Add an edit feature to the distribution calculation

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Maddison Haan supported this idea  ·  Aug 21, 2024

12. Archive Old Admin Fee Schedules

    10 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Delete…  ·  Admin →
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    Maddison Haan supported this idea  ·  Aug 21, 2024

13. batch emails

    16 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

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

    28 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

15. Visual Presentations Using Charts (with GL data)

    14 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

16. ApplePay, PayPal, Venmo integration

    49 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

17. 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

18. Admin Fee Report/Audit Support

    31 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

19. Admin Fee Edit

    36 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

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

    35 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