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31 results found

  1. Distribution start date

    5 votes

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

  2. Check register to include all check numbers, even "combined' checks

    2 votes

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

  3. Check register needs to include Description from voucher/grant

    1 vote

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    0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    A custom check report could be used to send out. That way you could add the columns that you would like.

    Gloria Markus shared this idea  · 

  4. Balance Swap - Edit Amounts

    47 votes

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    4 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Gloria Markus supported this idea  · 

  5. check void date

    34 votes

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    0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Gloria Markus supported this idea  · 

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

    34 votes

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    1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Gloria Markus supported this idea  · 

  7. Search by check number

    26 votes

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    0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Gloria Markus supported this idea  · 

  8. Admin Fee Report/Audit Support

    30 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Admin →
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    Gloria Markus supported this idea  · 

  9. Admin Fee Edit

    35 votes

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

  10. Do Not Allow Admin Fee to make a Fund Balance Negative

    27 votes

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    1 comment  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Admin →
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    Gloria Markus supported this idea  · 

  11. Print/Generate Fund Statements grouped by Fund Advisor/Individual

    27 votes

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

  12. Include Fund name/short name on Pay vouchers screen

    1 vote

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

  13. Yearly Tax Receipt Templates Download Word.Doc

    24 votes

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    Proposed Idea  ·  11 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Gloria Markus supported this idea  · 

  14. 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  · 

  15. 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  · 

  16. 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  · 

  17. 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  · 

  18. 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  · 

  19. Fund Advisor Tab Options Default

    5 votes

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

  20. Statement Type Option for No Statements

    24 votes

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