Settings and activity

29 results found

1. Ability to edit Vendor "Terms" for Vouchers

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Anna Wagner supported this idea  ·  March 26, 2024

2. percentage of gift to spendable

   30 votes

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   4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Anna Wagner supported this idea  ·  March 26, 2024

3. Provide a review screen before Public Security Sale posts

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Anna Wagner supported this idea  ·  March 26, 2024

4. Prevent Duplicate Fund Short Names

   9 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Anna Wagner supported this idea  ·  March 26, 2024

5. Maximum Account Balance

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Anna Wagner supported this idea  ·  March 26, 2024

6. Profile changes (ex: name, address) should not update historical information.

   48 votes

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

   
   

   Anna Wagner supported this idea  ·  March 26, 2024

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

   21 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

   
   

   Anna Wagner supported this idea  ·  March 26, 2024

8. Link opportunity to a pledge

   13 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Opportunities  ·  Delete…  ·  Admin →
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   Anna Wagner supported this idea  ·  March 26, 2024

9. Don't notify advisor any grant adjustments

   34 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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   Anna Wagner commented  ·  March 26, 2024  ·  Edit…  ·  Delete…

   Having this be an option for the foundation to decide if they want an email sent or not would be ideal. We've had the same thing happen.

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   Anna Wagner supported this idea  ·  March 26, 2024

10. Multifund Invoices

    16 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Delete…  ·  Admin →
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    Anna Wagner supported this idea  ·  March 26, 2024

11. Enable Two-Factor Authentication via Text Message

    78 votes

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    Planned  ·  7 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Anna Wagner supported this idea  ·  March 26, 2024

12. Single Sign On with Microsoft 365

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Anna Wagner shared this idea  ·  March 12, 2024

13. Add Fund Open Date and Investment Strategy to Underwater Funds Report

    71 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Anna Wagner supported this idea  ·  December 18, 2023

14. Date and time created added to all financial reports

    14 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Anna Wagner supported this idea  ·  December 18, 2023

15. New Admin Fee Type

    1 vote

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Delete…  ·  Admin →
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    Anna Wagner shared this idea  ·  December 18, 2023

16. Financial View - Mix of Revenue & Expense

    3 votes

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

    
    

    Anna Wagner shared this idea  ·  December 06, 2023

17. Change Fund Group at a Point in Time

    84 votes

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

    
    

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    Anna Wagner commented  ·  December 05, 2023  ·  Edit…  ·  Delete…

    This is definitely needed. If you change any fund and then run a report for an earlier period, you have to manually edit the report info, which is not good for data integrity or consistency of presentation. Relying on a person to remember that a certain number of funds changed groups or subgroups after a certain period and then change what is generated from the system is not a reliable way to create reports, especially if you've had turnover.

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    Anna Wagner supported this idea  ·  December 01, 2023

18. Future Fund Tracking

    3 votes

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

    I know many of our clients create a fund group for legacy funds.   And often they use opportunities to track them as well.

    Anna Wagner shared this idea  ·  December 01, 2023

19. Closed Funds - History for Donor Portal

    6 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Delete…  ·  Admin →
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    Anna Wagner shared this idea  ·  December 01, 2023

20. Revenue Share option for Impact Investing

    7 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Anna Wagner supported this idea  ·  November 27, 2023