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6 results found

  1. Column Spacing for Fund Statement List on Portal

    36 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Amy Naidu supported this idea  · 

  2. Add Yearly-Tax Receipt to Portal in Files or Statements

    13 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Amy Naidu commented  · 

    It would be great to make a printable yearly tax receipt available on the Donor tab of the Portal in addition to the individual donation tax receipts.

    Amy Naidu supported this idea  · 

  3. Donor Portal Financials - Only Allow Reporting on Closed Periods

    95 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Amy Naidu supported this idea  · 

  4. Selected left navigation tab to stay a different color

    67 votes

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    Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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    Amy Naidu supported this idea  · 

  5. All Record of Recurring Grants are Deleted by Fund Advisor in Portal

    62 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
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    Amy Naidu supported this idea  · 

  6. RevShare by Fund Group AND Import Internal Grants

    12 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Amy Naidu commented  · 

    I would find the importing of internal grants especially helpful as this is how we transfer unrestricted distributions into a central consolidated fund!

    Amy Naidu supported this idea  ·