Settings and activity

57 results found

1. open books need a warning or a password

   7 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

   78 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

   31 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

   31 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

   118 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

   This just released today..This should help with the reporting.

   6/11/2025:Custom Reports: Added a new "CC Fee Donation" boolean field to donation reports. This enhancement allows users to easily identify and filter donations where credit card fees were covered. The field is now available as both a report column and a filter option, offering more flexibility when customizing donation reports.

   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  ·  1 comment  ·  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"

    15 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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    26 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

    25 votes

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    Proposed Idea  ·  1 comment  ·  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

    95 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

    45 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

    97 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