Settings and activity

26 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

   91 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

   60 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

   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

   
   

   Annette Wholaver supported this idea  ·  Nov 27, 2024

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

   46 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

8. Require approval of ach information on vendor profile

   17 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

9. bank investments integration

   22 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. Sort feature in Till

    22 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

11. 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

12. check void date

    37 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

13. Deposit List - ability to sort by different column

    22 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

14. 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

15. 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

16. Please bring back the switch to electronic function on cheques

    26 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

17. Balance Swaps Should Warn if a Account goes Negative

    13 votes

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

18. Export Balance Swap

    19 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Annette Wholaver supported this idea  ·  Nov 27, 2024

19. Financial Views

    17 votes

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

20. Allow Multiple File Attachments when Creating a Voucher

    47 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Annette Wholaver supported this idea  ·  Nov 27, 2024