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180 results found

  1. Edit Profile Payments

    15 votes

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    4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Admin →
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    Christine Cunningham commented  · 

    It would be so helpful to edit a profile payment instead of having the delete it because the date may need changed or you need to select a different profile, etc. 7-19-2023

    Christine Cunningham supported this idea  · 

  2. Fund Advisor: Make Password visible

    46 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Christine Cunningham supported this idea  · 

  3. Allow editing a custom report name, description or sharing without having to save as a different report

    22 votes

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    1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Christine Cunningham supported this idea  · 

  4. Task Email Reminder to include task description

    12 votes

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    0 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Christine Cunningham supported this idea  · 

  5. Add # of Gifts field to Profile reports

    39 votes

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    2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Christine Cunningham supported this idea  · 

  6. DocuSign

    3 votes

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    0 comments  ·  GLM & SLM Idea Lab  ·  Admin →
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    Christine Cunningham shared this idea  · 

  7. it makes absolutely no sense that we have to relog in and enter our emails and passwords a second time to reach idea lab.

    133 votes

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    3 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Christine Cunningham supported this idea  · 

  8. Please bring back the switch to electronic function on cheques

    23 votes

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    4 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Christine Cunningham supported this idea  · 

  9. Grant Letters - Need Ability to Customize Process & Edit Letters

    38 votes

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    5 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Christine Cunningham supported this idea  · 

  10. Add Invoice ID and Donation ID to Profile Payment Custom Report

    10 votes

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    0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Christine Cunningham supported this idea  · 

  11. Separate the closing of the last period of the year from the closing of the year

    50 votes

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    7 comments  ·  CommunitySuite Idea Lab » General Ledger  ·  Admin →
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    Christine Cunningham supported this idea  · 

  12. Grant refunds post to spendable option

    71 votes

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    Planned  ·  5 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Christine Cunningham supported this idea  · 

  13. set distribution amount

    15 votes

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    3 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Admin →
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    Christine Cunningham supported this idea  · 

  14. Recurring Grants- Voucher Date

    15 votes

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    0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Admin →
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    Christine Cunningham supported this idea  · 

  15. Login for Donors, without a fund.

    14 votes

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    Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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    Christine Cunningham supported this idea  · 

  16. financial reports columns

    5 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Christine Cunningham supported this idea  · 

  17. Numbers Formatting

    17 votes

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    2 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Christine Cunningham supported this idea  · 

  18. File Organization in Donor Portal

    99 votes

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    12 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Christine Cunningham supported this idea  · 

  19. Custom Reports: Multiple Filters

    106 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Christine Cunningham supported this idea  · 
    An error occurred while saving the comment
    Christine Cunningham commented  · 

    When creating a custom report and using the filter option, it would be extremely helpful to have an option to select more than one account number (or name) when running a general ledger report.

    This is also something that would would be helpful in other filters.

  20. annualized budget percentage on income statement

    70 votes

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    2 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Admin →
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    Christine Cunningham supported this idea  · 
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