Settings and activity

13 results found

1. Stripe Terminal

   22 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Marianne Plath supported this idea  ·  Feb 12, 2025

2. Subfund Filtering on Financial Report without needing to show subfunds

   11 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Marianne Plath supported this idea  ·  Jan 16, 2025

3. Financial report fund filters

   25 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Marianne Plath supported this idea  ·  Jan 16, 2025

4. Spendable distributions scheduling

   20 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

   
   

   Marianne Plath supported this idea  ·  Jan 7, 2025

5. Add ability to bulk edit Add Beneficiaries to Funds

   2 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Marianne Plath supported this idea  ·  Jan 7, 2025

6. Expand the Fund Beneficiary options from just percentages to both specific amounts and percentages.

   44 votes

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   Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Marianne Plath supported this idea  ·  Jan 7, 2025

7. Login As --Removes user's existing login

   188 votes

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   Proposed Idea  ·  31 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Marianne Plath supported this idea  ·  Jan 6, 2025

8. Ability to Import Recurring Grants

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Marianne Plath supported this idea  ·  Oct 3, 2024

9. Fund statements: Need school name in Grantee section

   149 votes

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   19 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Holly Spitz responded

   After review by our engineering team, we are moving this back to proposed. The school name populates if using Post by Payment. The reason it does not without that option is that the scholarship populates the fund statement on the post date, and the school is assigned on the payment lines, which could be later than the post date.

   Marianne Plath supported this idea  ·  Sep 10, 2024

10. Fixed Assets and Depreciation

    12 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » General Ledger  ·  Delete…  ·  Admin →
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    Marianne Plath supported this idea  ·  Aug 12, 2024

11. Send auto email to FA's with unsubmitted grants in cart

    31 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Marianne Plath supported this idea  ·  Jun 27, 2024

12. payment date

    24 votes

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    2 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Marianne Plath supported this idea  ·  Sep 18, 2023

13. ID # search

    41 votes

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    5 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Marianne Plath supported this idea  ·  Mar 21, 2023