Settings and activity

35 results found

1. Budget Reporting

   20 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Annette Wholaver supported this idea  ·  Nov 27, 2024

2. Balance Sheet Liabilities List Order

   19 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Annette Wholaver supported this idea  ·  Nov 27, 2024

3. 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

   
   

   Annette Wholaver supported this idea  ·  Nov 27, 2024

4. online donations creating new profiles each time

   58 votes

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   0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Holly Spitz responded

   When both the Giving Hub and new Portal are enabled, there is an option to add a Login to the Giving Hub main menu. This will allow a User to login to their profile prior to donating. If a profile is logged in prior to making a donation, a new profile will not be created.

   Annette Wholaver supported this idea  ·  Nov 27, 2024

5. annette@icfoundation.us

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » General Ledger  ·  Delete…  ·  Admin →
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   Annette Wholaver shared this idea  ·  Nov 27, 2024

6. Balance Swap - Edit Amounts

   48 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

   
   

   Annette Wholaver supported this idea  ·  Nov 27, 2024

7. Bank reconciliations - display report when reconcile is selected

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   29 votes

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   Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Annette Wholaver supported this idea  ·  Nov 27, 2024

8. Bank reconciliations - option to hide checked items for easier list of open transactions

   45 votes

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   Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Annette Wholaver supported this idea  ·  Nov 27, 2024

9. Direct Excel Export of Reconciliation

   9 votes

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   Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Annette Wholaver supported this idea  ·  Nov 27, 2024

10. Require approval of ach information on vendor profile

    16 votes

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

    
    

    Annette Wholaver supported this idea  ·  Nov 27, 2024

11. bank investments integration

    21 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Annette Wholaver supported this idea  ·  Nov 27, 2024

12. Bank reconcile - approvals and log

    128 votes

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    Planned  ·  4 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Annette Wholaver supported this idea  ·  Nov 27, 2024

13. Sort feature in Till

    19 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

    
    

    Annette Wholaver supported this idea  ·  Nov 27, 2024

14. Bank Reconciliation with Outstanding Items List

    35 votes

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    Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Annette Wholaver supported this idea  ·  Nov 27, 2024

15. Enable Custom Account Types

    35 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

    
    

    Annette Wholaver supported this idea  ·  Nov 27, 2024

16. 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

    
    

    Annette Wholaver supported this idea  ·  Nov 27, 2024

17. 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

    
    

    Annette Wholaver supported this idea  ·  Nov 27, 2024

18. Warning message if revenue share will push a fund underwater.

    34 votes

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

    
    

    Annette Wholaver supported this idea  ·  Nov 27, 2024

19. reconciliation - add filters

    7 votes

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    Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Annette Wholaver supported this idea  ·  Nov 27, 2024

20. 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

    
    

    Annette Wholaver supported this idea  ·  Nov 27, 2024