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42 results found

  1. Secure option to obtain ACH information

    176 votes

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    Under Consideration  ·  10 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Anna Wagner supported this idea  · 

  2. Capture Account creation or copy in Logs

    6 votes

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    0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Anna Wagner supported this idea  · 

  3. Notification for Admin Login

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Admin →
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    Anna Wagner shared this idea  · 

  4. Ability to edit Vendor "Terms" for Vouchers

    9 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Admin →
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    Anna Wagner supported this idea  · 

  5. percentage of gift to spendable

    30 votes

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    4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Anna Wagner supported this idea  · 

  6. Prevent Duplicate Fund Short Names

    13 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Anna Wagner supported this idea  · 

  7. Maximum Account Balance

    9 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Anna Wagner supported this idea  · 

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

    54 votes

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    1 comment  ·  CommunitySuite Idea Lab » Profiles  ·  Admin →
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    Anna Wagner supported this idea  · 

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

    25 votes

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    1 comment  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Admin →
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    Anna Wagner supported this idea  · 

  10. Link opportunity to a pledge

    16 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Opportunities  ·  Admin →
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    Anna Wagner supported this idea  · 

  11. Don't notify advisor any grant adjustments

    40 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Admin →
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    Anna Wagner commented  · 

    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.

    Anna Wagner supported this idea  · 

  12. Multifund Invoices

    21 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Admin →
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    Anna Wagner supported this idea  · 

  13. Single Sign On with Microsoft 365

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Anna Wagner shared this idea  · 

  14. Change Fund Group at a Point in Time

    86 votes

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    8 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Anna Wagner commented  · 

    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.

    Anna Wagner supported this idea  · 

  15. Future Fund Tracking

    6 votes

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

    This sounds like a great question for Compass! I have seen a lot of clients use Opportunities for this. You can create an opportunity for the profile and tie a fund beneficiary to the Opportunity. The Fund is created and added to a "legacy" fund group that can be moved once the estate gift is received.


    The Opportunitiy is created (titled Bequest Expectancy - or similar) with the following stages:

    1. Open
    2. Bequest Documented
    3. Realization Notification
    4. In Process
    5. Closed


    Anna Wagner shared this idea  · 

  16. Revenue Share option for Impact Investing

    9 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Anna Wagner supported this idea  · 

  17. Impact Investing

    17 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Admin →
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    Anna Wagner supported this idea  · 

  18. Allow Editing/Deleting the Automatic Pledge Adjustment

    18 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Anna Wagner shared this idea  · 

  19. Fund statements: Need school name in Grantee section

    147 votes

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    19 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Admin →
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    Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    After review by our engineering team, we are moving this back to proposed. The school name populates if using Post by Payment. The reason it does not without that option is that the scholarship populates the fund statement on the post date, and the school is assigned on the payment lines, which could be later than the post date.

    Anna Wagner supported this idea  · 

  20. Admin Fee Edit

    33 votes

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    3 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Admin →
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    Anna Wagner supported this idea  · 
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