Settings and activity

166 results found

1. Pledge Section/Table in the Fund Statement Template

   9 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Anne Reid supported this idea  ·  Jul 17, 2025

2. Provide the option to show grant payment activity on fund statements.

   10 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Anne Reid supported this idea  ·  Jul 17, 2025

3. display future year's spendable amount on fund statement

   38 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Anne Reid supported this idea  ·  Jul 17, 2025

4. Print/Generate Fund Statements grouped by Fund Advisor/Individual

   31 votes

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   2 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded
   Anne Reid supported this idea  ·  Jul 17, 2025

5. We need to have a Venmo or Text to give option. At the summit we heard you were in negotiations. Any updates...

   26 votes

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   3 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded
   Anne Reid supported this idea  ·  Jul 17, 2025

6. Expendable Fund Distribution Alert

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Delete…  ·  Admin →
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   Anne Reid supported this idea  ·  Jul 17, 2025

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

   47 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Anne Reid supported this idea  ·  Jul 17, 2025

8. Balance Swap Account Filter shows closed accounts

   18 votes

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   Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Anne Reid supported this idea  ·  Jul 17, 2025

9. stripe total line

   7 votes

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   Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Anne Reid supported this idea  ·  Jul 17, 2025

10. Add multiple payment types and banking information to profiles

    22 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Anne Reid supported this idea  ·  Jul 17, 2025

11. Pay Email Address for EFT Grant Notifications

    85 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Anne Reid supported this idea  ·  Jul 17, 2025

12. account transfer

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Anne Reid supported this idea  ·  Jul 17, 2025

13. Financial Views

    19 votes

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    Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Anne Reid supported this idea  ·  Jul 17, 2025

14. Default Bank Account Selection per Fund for AP/Voucher Payments

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Anne Reid supported this idea  ·  Jul 17, 2025

15. Bank Recon-Sort Checks

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Anne Reid supported this idea  ·  Jul 17, 2025

16. Unwanted Updates to Bank Reconcile

    48 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Anne Reid supported this idea  ·  Jul 17, 2025

17. Indicate fund balance has been reduced by pending grants on the fund

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Anne Reid supported this idea  ·  Jul 17, 2025

18. Present Funds in Chronological order

    3 votes

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    0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded

    You can filter in the fund list to reduce the list based on creation date.

    Anne Reid supported this idea  ·  Jul 17, 2025

19. Bulk Exclude Rev Share

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Anne Reid supported this idea  ·  Jul 17, 2025

20. Fund Created Field - not a date stamp

    18 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Anne Reid supported this idea  ·  Jul 17, 2025