Settings and activity

49 results found

1. 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  ·  Delete…  ·  Admin →
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   Gloria Markus shared this idea  ·  Jan 30, 2025

2. Balance Swap - Edit Amounts

   48 votes

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   4 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Gloria Markus supported this idea  ·  Jan 30, 2025

3. check void date

   35 votes

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   0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Gloria Markus supported this idea  ·  Jan 30, 2025

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

   34 votes

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   1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Gloria Markus supported this idea  ·  Jan 30, 2025

5. Search by check number

   26 votes

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   0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Gloria Markus supported this idea  ·  Jan 30, 2025

6. Admin Fee Report/Audit Support

   30 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Delete…  ·  Admin →
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   Gloria Markus supported this idea  ·  Jan 30, 2025

7. Admin Fee Edit

   35 votes

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   3 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 30, 2025

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

   28 votes

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   1 comment  ·  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 30, 2025

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

   27 votes

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   2 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Gloria Markus supported this idea  ·  Jan 30, 2025

10. 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  ·  Delete…  ·  Admin →
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    Gloria Markus shared this idea  ·  Jan 30, 2025

11. Yearly Tax Receipt Templates Download Word.Doc

    26 votes

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    Proposed Idea  ·  11 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Gloria Markus supported this idea  ·  Jan 15, 2025

12. Term Investment report for "Investing Fund"

    1 vote

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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

13. General Ledger Search- From>To Accounts

    24 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

14. Make a Custom Report shareable as the default

    2 votes

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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

15. 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  ·  Delete…  ·  Admin →
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    Gloria Markus supported this idea  ·  Oct 29, 2024

16. Automatically Populate Grantee Contact on Internal Grants

    13 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

17. Fund Advisor Tab Options Default

    5 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

18. Statement Type Option for No Statements

    25 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

19. Fund Advisor Bulk Edits

    37 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

20. Restructure Portal Left Hand Menu Options

    6 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