Settings and activity

57 results found

1. open books need a warning or a password

   6 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Apr 29, 2025

2. Reclass transactions and 1099 Reporting

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Apr 29, 2025

3. Balance Swap - Edit Amounts

   50 votes

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   4 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Anonymous supported this idea  ·  Apr 29, 2025

4. Unwanted Updates to Bank Reconcile

   31 votes

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   Planned  ·  7 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Apr 29, 2025

5. Portal: ACH Option

   71 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Apr 29, 2025

6. Do Not Allow Admin Fee to make a Fund Balance Negative

   30 votes

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   1 comment  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Anonymous supported this idea  ·  Feb 27, 2025

7. Checks printing sort order

   30 votes

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   Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Feb 27, 2025

8. Department Codes per GL Line

   9 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Feb 27, 2025

9. Combine credit card fees with the donation amount

   117 votes

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   7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Anonymous supported this idea  ·  Feb 27, 2025

10. Net proceeds total for stock donations

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    8 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Feb 27, 2025

11. New Portal tutorial for outside users

    13 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Feb 27, 2025

12. Bring back sold amount option for tax receipts

    9 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Feb 27, 2025

13. Print column headings on multiple pages of pdf reports from "print page"

    14 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Feb 27, 2025

14. Add "Primary" Fund Advisor as Reportable Field

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    25 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Feb 27, 2025

15. Auto-creation of profiles from event checkout, and online donations, is challenging our ability to maintain the integrity of our database.

    15 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Profiles  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Feb 27, 2025

16. OPTION TO SAVE EDITED TAX RECEIPTS/ACKNOWLEDGEMENTS TO PROFILES

    22 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Templates (excludes Fund Statements)  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Feb 27, 2025

17. Don't allow Agency Funds marked Private to be shown as a donation option when the portal access is not marked as able to donate to that fund

    23 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Feb 27, 2025

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

    92 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Feb 27, 2025

19. 1099 - Add Mailing Address to Report

    43 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Feb 27, 2025

20. Custom Reports: Opportunity Tasks & Notes

    95 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Feb 27, 2025