Settings and activity

22 results found

1. Term Investment report for "Investing Fund"

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Gloria Markus shared this idea  ·  Nov 19, 2024

2. General Ledger Search- From>To Accounts

   23 votes

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   1 comment  ·  CommunitySuite Idea Lab » General Ledger  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Gloria Markus supported this idea  ·  Nov 19, 2024

3. Make a Custom Report shareable as the default

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Gloria Markus shared this idea  ·  Oct 29, 2024

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

   29 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Gloria Markus supported this idea  ·  Oct 29, 2024

5. Automatically Populate Grantee Contact on Internal Grants

   12 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Gloria Markus supported this idea  ·  Oct 29, 2024

6. Fund Advisor Tab Options Default

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Gloria Markus shared this idea  ·  Sep 23, 2024

7. EIN - add to grant request for manual grantee

   9 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Gloria Markus supported this idea  ·  Sep 23, 2024

8. Statement Type Option for No Statements

   20 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Gloria Markus supported this idea  ·  Sep 23, 2024

9. Fund Advisor Bulk Edits

   35 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Gloria Markus supported this idea  ·  Sep 23, 2024

10. Restructure Portal Left Hand Menu Options

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Gloria Markus shared this idea  ·  Aug 22, 2024

11. Board Portal Option

    28 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Gloria Markus supported this idea  ·  Aug 22, 2024

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

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Gloria Markus shared this idea  ·  Aug 22, 2024

13. Fund Advisor portal - Not view all fund advisors

    3 votes

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    0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Planned  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    The list of Fund Advisors will not display in the new Portal that is released in sandbox environments (live on 8/7/24). Enhancements to the current Fund Advisor portal will not be made in anticipation of the sunset date of 4/1/2025.

    Gloria Markus shared this idea  ·  Jul 16, 2024

14. term investment - need 1099 interest report

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Gloria Markus shared this idea  ·  Jun 21, 2024

15. Term investments - edit options needed

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    0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    
    

    Gloria Markus shared this idea  ·  Jun 18, 2024

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

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    0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    
    

    Gloria Markus shared this idea  ·  Jun 18, 2024

17. Term Investment - remove one of two options to calculate interest

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    An error occurred while saving the comment
    Gloria Markus commented  ·  Jun 11, 2024  ·  Edit…  ·  Delete…

    If "Calculate interest" is deleted, "Interest Calculations" would need to be reconfigured since any filter applied before clicking "Interest Calculations" doesn't carry over. If a filter is applied and then "Calculate interest" is clicked on, the filter does carry over.

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    Gloria Markus shared this idea  ·  Jun 11, 2024

18. spendable internal grant gl account edits

    9 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Delete…  ·  Admin →
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    Gloria Markus shared this idea  ·  Apr 16, 2024

19. voucher description

    17 votes

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    0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Gloria Markus supported this idea  ·  Feb 19, 2024

20. Spendable distributions scheduling

    19 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

    
    

    Gloria Markus supported this idea  ·  Jan 23, 2024