Settings and activity

41 results found

1. Allow editing of reference number without unposting voucher

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Dana Fiel supported this idea  ·  May 21, 2025

2. Allow Vouchers to be placed on-hold

   8 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Dana Fiel supported this idea  ·  May 21, 2025

3. More Relative Date options: Yesterday and Today

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Dana Fiel supported this idea  ·  May 21, 2025

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

   12 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Dana Fiel supported this idea  ·  May 20, 2025

5. Custom Reports: Opportunity Tasks & Notes

   94 votes

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   Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Dana Fiel supported this idea  ·  May 20, 2025

6. All Record of Recurring Grants are Deleted by Fund Advisor in Portal

   57 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Dana Fiel supported this idea  ·  May 20, 2025

7. Portal: ACH Option

   69 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Dana Fiel supported this idea  ·  May 20, 2025

8. Investment activity on Fund Summary dashboard in portal

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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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   Dana Fiel supported this idea  ·  May 20, 2025

9. Fund admin fees on Fund Summary in portal

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Dana Fiel supported this idea  ·  May 20, 2025

10. Upload IDs - Legacy Profile Code

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Dana Fiel supported this idea  ·  May 2, 2025

11. payment date

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Dana Fiel shared this idea  ·  Apr 7, 2025

12. payment date

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Dana Fiel supported this idea  ·  Apr 7, 2025

13. Bulk Edit - Payment schedule date and grant date

    31 votes

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

    
    

    Dana Fiel supported this idea  ·  Apr 7, 2025

14. 1099 - Add Mailing Address to Report

    43 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Dana Fiel supported this idea  ·  Feb 18, 2025

15. Bring back sold amount option for tax receipts

    9 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Dana Fiel supported this idea  ·  Jan 29, 2025

16. custom report check date field

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Dana Fiel shared this idea  ·  Jan 29, 2025

17. Public Name for Internal Grant Funds

    10 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Dana Fiel supported this idea  ·  Jan 22, 2025

18. Viewing vouchers under a vendor

    13 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Dana Fiel supported this idea  ·  Jan 17, 2025

19. notification for rejection of vouchers

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Dana Fiel supported this idea  ·  Jan 17, 2025

20. Formatting for "Amount" fields in all Content areas

    76 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Dana Fiel supported this idea  ·  Jan 17, 2025