Settings and activity

27 results found

1. Unwanted Updates to Bank Reconcile

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   Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Hayley Barnes commented  ·  Mar 3, 2025  ·  Edit…  ·  Delete…

   I strongly agree! We send out a lot of checks monthly, and sometimes the "Match" feature does not pick up on checks with multiple items, meaning we have to go through the list one by one and make sure those checks were chosen. Not being able to sort by check number makes that step so much more difficult.

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   Hayley Barnes supported this idea  ·  Mar 3, 2025

2. Allow Dynamic Images to be turned on only for the Fund Image or the Additional Image area

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Styles  ·  Delete…  ·  Admin →
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   Hayley Barnes supported this idea  ·  Feb 28, 2025

3. check void date

   35 votes

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

   
   

   Hayley Barnes supported this idea  ·  Dec 30, 2024

4. New idea - Fund Statements - email delivery - it would be beneficial if bounced or dropped email status was in red.

   32 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Hayley Barnes supported this idea  ·  Dec 30, 2024

5. Ability to build custom dashboards

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   51 votes

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   Planned  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Hayley Barnes supported this idea  ·  Dec 30, 2024

6. Admin Fee Edit

   35 votes

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   3 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Hayley Barnes supported this idea  ·  Dec 30, 2024

7. Add Permission to View ACH Details in Profiles

   39 votes

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

   
   

   Hayley Barnes supported this idea  ·  Dec 30, 2024

8. Grant- post by payment option

   37 votes

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   10 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Hayley Barnes supported this idea  ·  Dec 30, 2024

9. Expand the Fund Beneficiary options from just percentages to both specific amounts and percentages.

   44 votes

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   Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Hayley Barnes supported this idea  ·  Dec 30, 2024

10. checks: notification of approval

    40 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Hayley Barnes supported this idea  ·  Dec 30, 2024

11. Attached files sorted most recent at the top (or options to select sort).

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    4 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Hayley Barnes supported this idea  ·  Dec 30, 2024

12. Don't notify advisor any grant adjustments

    42 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Hayley Barnes supported this idea  ·  Dec 30, 2024

13. Navigation: Shift-Select Multiple Checkboxes #letshifthappen

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    46 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Hayley Barnes supported this idea  ·  Dec 30, 2024

14. Allow Multiple File Attachments when Creating a Voucher

    46 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Hayley Barnes supported this idea  ·  Dec 30, 2024

15. Link one note to multiple profiles or funds

    43 votes

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    5 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Hayley Barnes supported this idea  ·  Dec 30, 2024

16. Bank reconciliations - option to hide checked items for easier list of open transactions

    46 votes

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    Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Hayley Barnes supported this idea  ·  Dec 30, 2024

17. History of Fund Advisors for a Fund

    45 votes

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

    
    

    Hayley Barnes supported this idea  ·  Dec 30, 2024

18. Balance Swap - Edit Amounts

    48 votes

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    4 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Hayley Barnes supported this idea  ·  Dec 30, 2024

19. Back and Forward Button

    59 votes

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    6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Hayley Barnes supported this idea  ·  Dec 30, 2024

20. FA Donation notifications should include tribute information

    73 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Hayley Barnes supported this idea  ·  Dec 30, 2024