Settings and activity

195 results found

1. 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

2. Financial Views

   20 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

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

   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

4. 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

5. Unwanted Updates to Bank Reconcile

   56 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

6. 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

7. 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

8. 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

9. Fund Created Field - not a date stamp

   19 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

10. Alert report

    7 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

11. fund beneficiary

    8 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Anne Reid supported this idea  ·  Jul 17, 2025

12. fund balance on fund history page

    31 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Anne Reid supported this idea  ·  Jul 17, 2025

13. Track principal balance

    3 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

14. Philanthropic Interest to be set on the Fund

    3 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

15. Fund Reminders

    7 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

16. Fund Anniversary with Thank You Letter Template

    5 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

17. Fund Design - Permission for adding fund images and description(s)

    20 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

18. Only open funds in FUNDS search bar

    7 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Anne Reid supported this idea  ·  Jul 17, 2025

19. Ability to edit Profile Fund Link categories versus deleting and relinking

    63 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Anne Reid supported this idea  ·  Jul 17, 2025

20. Profiles Browse screen - indicate inactive

    2 votes

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