Settings and activity

45 results found

1. Visual Presentations Using Charts (with GL data)

   17 votes

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   Planned  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Jana Griggs supported this idea  ·  Aug 14, 2025

2. Underwater Report - Rolling Average

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Jana Griggs supported this idea  ·  Aug 14, 2025

3. open books need a warning or a password

   9 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Jana Griggs supported this idea  ·  Aug 14, 2025

4. Year over Year w/ Leap Year

   16 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Jana Griggs supported this idea  ·  Aug 14, 2025

5. Journal entry order: keep in entry/import order

   13 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » General Ledger  ·  Delete…  ·  Admin →
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   Jana Griggs supported this idea  ·  Aug 14, 2025

6. Show completed tasks in profiles

   18 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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   Jana Griggs supported this idea  ·  Aug 14, 2025

7. manual fund statements

   13 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Jana Griggs supported this idea  ·  Aug 14, 2025

8. Bulk Edit - Payment schedule date and grant date

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   85 votes

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   12 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Jana Griggs supported this idea  ·  Aug 14, 2025

9. Portal: ACH Option

   128 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Jana Griggs supported this idea  ·  Apr 8, 2025

10. Allow for multiple advisors on an account to be notified when requesting balance swaps

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Jana Griggs supported this idea  ·  Mar 24, 2025

11. bank investments integration

    26 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Jana Griggs supported this idea  ·  Mar 19, 2025

12. account transfer

    5 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Jana Griggs supported this idea  ·  Mar 19, 2025

13. Bank Reconcile - Reconcile List button within the reconciliation

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Jana Griggs supported this idea  ·  Mar 19, 2025

14. Add multiple payment types and banking information to profiles

    22 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Jana Griggs supported this idea  ·  Mar 19, 2025

15. Toggle off closed accounts in bank reconcile

    44 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Jana Griggs supported this idea  ·  Mar 19, 2025

16. Unwanted Updates to Bank Reconcile

    46 votes

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    Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Jana Griggs supported this idea  ·  Mar 19, 2025

17. Allow Vouchers to be placed on-hold

    11 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Jana Griggs supported this idea  ·  Mar 19, 2025

18. RevShare by Fund Group AND Import Internal Grants

    12 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Jana Griggs supported this idea  ·  Mar 19, 2025

19. 1099 - Add Mailing Address to Report

    54 votes

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

20. Distribution Audit Details - Make available prior to posting

    15 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

    
    

    Jana Griggs supported this idea  ·  Feb 13, 2025