Settings and activity

11 results found

1. ACH payments out: add content to email

   8 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Candice Brock commented  ·  Apr 24, 2025  ·  Edit…  ·  Delete…

   Sally, did you ever find a solution?

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   Candice Brock commented  ·  Mar 21, 2025  ·  Edit…  ·  Delete…

   This is a giant pain in my production :) Yes, please make a way. I am running a report and then emailing after editing each one to be specific.

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   Candice Brock supported this idea  ·  Mar 21, 2025

2. Recognize soft credits on donor profiles

   40 votes

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   Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Candice Brock supported this idea  ·  Apr 24, 2025

3. Automatically Post Recurring Donations

   11 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Candice Brock supported this idea  ·  Apr 24, 2025

4. Journal Entry Errors - Received Prior to Posting

   13 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » General Ledger  ·  Delete…  ·  Admin →
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   Candice Brock supported this idea  ·  Apr 24, 2025

5. Vouchers and Prepaids

   3 votes

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   0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  Holly Spitz responded

   Once the voucher is posted, you could create a recurring journal entry with an end date. Not a perfect solution, but you would not need to remember to create a new journal entry each month.

   Candice Brock supported this idea  ·  Mar 21, 2025

6. notification for rejection of vouchers

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Candice Brock supported this idea  ·  Mar 21, 2025

7. Department Codes per GL Line

   13 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Candice Brock supported this idea  ·  Mar 21, 2025

8. Enhance Budgeting Tools - Scenarios, Forecasts

   14 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Candice Brock supported this idea  ·  Mar 21, 2025

9. Edit Fund Settings : can we break those down further?

   14 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Candice Brock commented  ·  Mar 21, 2025  ·  Edit…  ·  Delete…

   Yes! This would be very helpful.

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   Candice Brock supported this idea  ·  Mar 21, 2025

10. Combine credit card fees with the donation amount

    119 votes

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

    This just released today..This should help with the reporting.

    6/11/2025:Custom Reports: Added a new "CC Fee Donation" boolean field to donation reports. This enhancement allows users to easily identify and filter donations where credit card fees were covered. The field is now available as both a report column and a filter option, offering more flexibility when customizing donation reports.

    Candice Brock supported this idea  ·  Jan 26, 2024

11. online donations creating new profiles each time

    60 votes

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    0 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    When both the Giving Hub and new Portal are enabled, there is an option to add a Login to the Giving Hub main menu. This will allow a User to login to their profile prior to donating. If a profile is logged in prior to making a donation, a new profile will not be created.

    Candice Brock supported this idea  ·  Jan 26, 2024