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20 results found

  1. Yearly Tax Receipt Templates Download Word.Doc

    20 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Gloria Markus supported this idea  · 

  2. Term Investment report for "Investing Fund"

    1 vote

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Gloria Markus shared this idea  · 

  3. General Ledger Search- From>To Accounts

    24 votes

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    1 comment  ·  CommunitySuite Idea Lab » General Ledger  ·  Admin →
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    Gloria Markus supported this idea  · 

  4. Make a Custom Report shareable as the default

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Gloria Markus shared this idea  · 

  5. Send or print grant letters in bulk, not just by check batch

    30 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Gloria Markus supported this idea  · 

  6. Automatically Populate Grantee Contact on Internal Grants

    12 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Gloria Markus supported this idea  · 

  7. Fund Advisor Tab Options Default

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Gloria Markus shared this idea  · 

  8. EIN - add to grant request for manual grantee

    12 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Gloria Markus supported this idea  · 

  9. Statement Type Option for No Statements

    23 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Gloria Markus supported this idea  · 

  10. Fund Advisor Bulk Edits

    36 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Gloria Markus supported this idea  · 

  11. Restructure Portal Left Hand Menu Options

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Gloria Markus shared this idea  · 

  12. board portal

    187 votes

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    10 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Gloria Markus supported this idea  · 

  13. Set Grant Letter When Creating Grant, not have to edit then set grant letter

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Gloria Markus shared this idea  · 

  14. term investment - need 1099 interest report

    2 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Gloria Markus shared this idea  · 

  15. Term investments - edit options needed

    1 vote

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    0 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Gloria Markus shared this idea  · 

  16. Term Investment - default fund/accounts would be helpful

    1 vote

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    0 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Gloria Markus shared this idea  · 

  17. voucher description

    18 votes

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    0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Admin →
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    Gloria Markus supported this idea  · 

  18. Spendable distributions scheduling

    20 votes

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    0 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Admin →
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    Gloria Markus supported this idea  · 

  19. Fund statements: Need school name in Grantee section

    148 votes

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    19 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) 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.

    Gloria Markus supported this idea  · 

  20. Recurring Grants- Voucher Date

    15 votes

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    0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Gloria Markus supported this idea  ·