Settings and activity

45 results found

1. recurring invoice

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Delete…  ·  Admin →
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   Laurie Kays supported this idea  ·  Sep 15, 2025

2. Allow donations/pledges to use invoicing and tax receipt functionality

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Delete…  ·  Admin →
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   Laurie Kays supported this idea  ·  Sep 15, 2025

3. Portal: ACH Option

   114 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Laurie Kays supported this idea  ·  Sep 15, 2025

4. Ability to Build Custom Financial Statements in the Reports Section

   30 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Laurie Kays supported this idea  ·  Jul 21, 2025

5. Department Codes per GL Line

   13 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Laurie Kays supported this idea  ·  Jul 21, 2025

6. Creating a Cashflow Statement under financials

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Laurie Kays supported this idea  ·  Jul 21, 2025

7. Sort Feature on Bank Reconciliation

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Laurie Kays supported this idea  ·  Jul 21, 2025

8. budget

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Laurie Kays supported this idea  ·  Jul 21, 2025

9. budget

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Laurie Kays supported this idea  ·  Jul 21, 2025

10. Toggle off closed accounts in bank reconcile

    43 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Laurie Kays supported this idea  ·  Jul 7, 2025

11. Donor Portal Financials - Only Allow Reporting on Closed Periods

    101 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Laurie Kays supported this idea  ·  Jul 7, 2025

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

    78 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    Laurie Kays supported this idea  ·  Jul 7, 2025

13. Profiles Marked as Deceased

    7 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Laurie Kays supported this idea  ·  Mar 28, 2025

14. Open Scholarship Bucket

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    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Scholarships/Students  ·  Delete…  ·  Admin →
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    Laurie Kays supported this idea  ·  Mar 28, 2025

15. Column Spacing for Fund Statement List on Portal

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    40 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Laurie Kays supported this idea  ·  Mar 28, 2025

16. Hide/Archive Option for Templates

    11 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Laurie Kays supported this idea  ·  Feb 24, 2025

17. Custom Reports: Opportunity Tasks & Notes

    110 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Laurie Kays supported this idea  ·  Feb 24, 2025

18. Login As --Removes user's existing login

    242 votes

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    Proposed Idea  ·  35 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Laurie Kays supported this idea  ·  Feb 24, 2025

19. Fund Advisor Options - Donations and Grants Emails

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    40 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Laurie Kays supported this idea  ·  Feb 14, 2025

20. 1099 - Add Mailing Address to Report

    51 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Laurie Kays supported this idea  ·  Feb 14, 2025