Settings and activity

16 results found

1. Stripe Terminal

   19 votes

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   Proposed Idea  ·  0 comments  ·  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

   131 votes

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   Proposed Idea  ·  22 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

   148 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

    9 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. Be able to update RSVPs in bulk

    26 votes

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    Planned  ·  4 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Delete…  ·  Admin →
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    An error occurred while saving the comment
    Marianne Plath commented  ·  Dec 12, 2023  ·  Edit…  ·  Delete…

    Also would be nice to be able to bulk update 'Attended' in the same manner.

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    Marianne Plath supported this idea  ·  Dec 12, 2023

13. Day Date for Cleared Checks in Bank Reconcile

    10 votes

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    Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Marianne Plath commented  ·  Oct 16, 2023  ·  Edit…  ·  Delete…

    Also, make the date the check cleared visible on the Fund Advisor portal so Grant Advisors can verify organizations have received and deposited advised grants.

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    Marianne Plath supported this idea  ·  Mar 9, 2023

14. 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

15. 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

16. 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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    Marianne Plath supported this idea  ·  Mar 9, 2023