Settings and activity

30 results found

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

   31 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

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

   3 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

3. Yearly Tax Receipt Templates Download Word.Doc

   27 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

4. 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

5. 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

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

7. 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

8. board portal

   205 votes

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   11 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Gloria Markus supported this idea  ·  Aug 22, 2024

9. term investment - need 1099 interest report

   2 votes

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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

10. 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  ·  Holly Spitz responded

    
    

    Gloria Markus shared this idea  ·  Jun 18, 2024