Settings and activity

26 results found

1. General Ledger Selection by Year on Fund Profiles

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » General Ledger  ·  Edit…  ·  Delete…  ·  Admin →
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   Trish McCreery shared this idea  ·  May 8, 2026

2. general ledger

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » General Ledger  ·  Edit…  ·  Delete…  ·  Admin →
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   Trish McCreery shared this idea  ·  May 8, 2026

3. Fund Advisor Invite Email

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Trish McCreery supported this idea  ·  May 7, 2026

4. Consolidate fund notifications

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Trish McCreery supported this idea  ·  May 7, 2026

5. Clear grant requests from fund advisor carts without proxying in as the advisor

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Trish McCreery supported this idea  ·  May 7, 2026

6. Prevent sending grant notify email when we void and reissue Grant to the fund advisor

   15 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Trish McCreery supported this idea  ·  May 7, 2026

7. fund balance report

   9 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Trish McCreery supported this idea  ·  May 7, 2026

8. Detail Trial Balance - Add to Left Menu

   18 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Trish McCreery supported this idea  ·  May 7, 2026

9. budget

   14 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Trish McCreery supported this idea  ·  May 7, 2026

10. Financial Filter: Add "Admin Fee Group" and "Admin Fee Type"

    8 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Trish McCreery supported this idea  ·  May 7, 2026

11. Grant Payment Date vs. Check Date

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Trish McCreery shared this idea  ·  May 7, 2026

12. Grant Request Notification - Include More Information

    3 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Trish McCreery shared this idea  ·  Apr 24, 2026

13. grant request cart

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Trish McCreery supported this idea  ·  Apr 24, 2026

14. grant request notification - more info

    12 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Trish McCreery supported this idea  ·  Apr 24, 2026

15. Grant Request: See grantee address on grant request page

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    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Trish McCreery supported this idea  ·  Apr 24, 2026

16. portal grant request

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    67 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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    Trish McCreery supported this idea  ·  Apr 24, 2026

17. Summarized Voucher Details Toggle Option before Paying

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Trish McCreery supported this idea  ·  Apr 24, 2026

18. Fiscal Sponsor Field on Grantee Designation to Auto-Populate on Grants

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Trish McCreery shared this idea  ·  Apr 24, 2026

19. Edit calculate date of manual fees

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Delete…  ·  Admin →
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    Trish McCreery shared this idea  ·  Feb 11, 2026

20. Batch Process Manual Fees

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Delete…  ·  Admin →
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    Trish McCreery shared this idea  ·  Feb 11, 2026