Settings and activity

50 results found

1. Financial Filter: Add "Admin Fee Group" and "Admin Fee Type"

   10 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Jana Griggs supported this idea  ·  Jun 19, 2026

2. Ensure that the check memo line is being populated in the NACHA files for grants

   18 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Jana Griggs supported this idea  ·  Jun 19, 2026

3. portal grant request

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   75 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal)  ·  Delete…  ·  Admin →
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   Jana Griggs supported this idea  ·  Jun 19, 2026

4. Create VIEW ONLY proxy / "login as" permission

   49 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Jana Griggs supported this idea  ·  Jun 19, 2026

5. Restore batch unassignment in the Evaluation Assigned bucket

   7 votes

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   Proposed Idea  ·  1 comment  ·  GLM & SLM Idea Lab » Batch  ·  Delete…  ·  Admin →
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   Jana Griggs supported this idea  ·  Mar 25, 2026

6. DAFPay | Opt-out

   25 votes

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   Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Jana Griggs supported this idea  ·  Mar 12, 2026

7. Full System Audit Trail / User Activity Logs should be mandatory

   75 votes

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   Proposed Idea  ·  8 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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   Jana Griggs supported this idea  ·  Mar 11, 2026

8. Mobile application for Fund Advisor Portal

   69 votes

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   Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Jana Griggs supported this idea  ·  Feb 13, 2026

9. Journal Entry Sort

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   36 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » General Ledger  ·  Delete…  ·  Admin →
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   Jana Griggs supported this idea  ·  Dec 30, 2025

10. Portal - customize email subject line and body

    12 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Jana Griggs supported this idea  ·  Dec 26, 2025

11. Visual Presentations Using Charts (with GL data)

    19 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

12. Underwater Report - Rolling Average

    6 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

13. open books need a warning or a password

    11 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

14. Year over Year w/ Leap Year

    20 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

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

    14 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

16. manual fund statements

    15 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

17. Bulk Edit - Payment schedule date and grant date

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    86 votes

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    Under Consideration  ·  12 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Jana Griggs supported this idea  ·  Aug 14, 2025

18. Portal: ACH Option

    149 votes

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    Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Jana Griggs supported this idea  ·  Apr 8, 2025

19. 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

20. bank investments integration

    27 votes

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