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10 results found

  1. Toggle off closed accounts in bank reconcile

    43 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Anonymous supported this idea  · 

  2. Portal: ACH Option

    117 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Admin →
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  3. Create "Convert to Household" button in campaigns!

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Campaigns  ·  Admin →
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  4. Tribute information fields should be added to Donation Notify Email Content

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Other  ·  Admin →
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  5. Unwanted Updates to Bank Reconcile

    44 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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    Anonymous commented  · 

    Agree! I've had to unreconcile at least twice and it's taken me 10x as long to re-reconcile as it used to. Please make this easier AGAIN.

    Anonymous supported this idea  · 
    Anonymous shared this idea  · 

  6. reference

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Admin →
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    Anonymous shared this idea  · 

  7. Balance Swap - Edit Amounts

    50 votes

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    4 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Admin →
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  8. Yearly Tax Receipt Templates Download Word.Doc

    27 votes

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    Proposed Idea  ·  11 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Admin →
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    Anonymous supported this idea  · 
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    Anonymous commented  · 

    Allow batches of 'print yearly tax receipts' to be downloaded into Word in addition to pdfs. It's allowed when printing single receipts but not the batch.

  9. One Log In Across Foundant Platforms

    227 votes

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    Planned  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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  10. Back and Forward Button

    61 votes

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    6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Admin →
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    Anonymous commented  · 

    And a 'previous' and 'next' button in funds, profiles, donations, and grants (anywhere possible!) to be able to skip through without having to back out and go to a list to choose the next one or a previous listing. This would've been super helpful when setting up profiles and funds and will continue to have usefulness going forward.

    Anonymous supported this idea  ·