Settings and activity

61 results found

1. Portal: ACH Option

   17 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Jana Griggs supported this idea  ·  Apr 8, 2025

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

   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 24, 2025

3. bank investments integration

   22 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

4. Sort feature in Till

   22 votes

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

   
   

   Jana Griggs supported this idea  ·  Mar 19, 2025

5. check void date

   36 votes

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

   
   

   Jana Griggs supported this idea  ·  Mar 19, 2025

6. Deposit List - ability to sort by different column

   22 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

   
   

   Jana Griggs supported this idea  ·  Mar 19, 2025

7. account transfer

   3 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

8. Bank Reconcile - Reconcile List button within the reconciliation

   4 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

9. Add multiple payment types and banking information to profiles

   19 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

10. Export Balance Swap

    19 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

11. Toggle off closed accounts in bank reconcile

    26 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

12. Unwanted Updates to Bank Reconcile

    18 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

13. Allow Vouchers to be placed on-hold

    5 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

14. 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

15. 1099 - Add Mailing Address to Report

    39 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

16. Distribution Audit Details - Make available prior to posting

    14 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

17. Admin Fee Report/Audit Support

    30 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Delete…  ·  Admin →
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    Jana Griggs supported this idea  ·  Feb 13, 2025

18. Minimum Yearly Fee

    2 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Delete…  ·  Admin →
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    Jana Griggs supported this idea  ·  Feb 13, 2025

19. Archive Old Admin Fee Schedules

    7 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Delete…  ·  Admin →
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    Jana Griggs supported this idea  ·  Feb 13, 2025

20. Distribution start date

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Delete…  ·  Admin →
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    Jana Griggs supported this idea  ·  Feb 13, 2025