Settings and activity

5 results found

1. Column Spacing for Fund Statement List on Portal

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   40 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Amy Naidu supported this idea  ·  Apr 6, 2025

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

   14 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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   Amy Naidu commented  ·  Mar 25, 2025  ·  Edit…  ·  Delete…

   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.

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   Amy Naidu supported this idea  ·  Mar 25, 2025

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

   105 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Amy Naidu supported this idea  ·  Mar 24, 2025

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

   84 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Amy Naidu supported this idea  ·  Mar 24, 2025

5. RevShare by Fund Group AND Import Internal Grants

   12 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Amy Naidu commented  ·  Mar 19, 2025  ·  Edit…  ·  Delete…

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

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   Amy Naidu supported this idea  ·  Mar 19, 2025