Settings and activity

57 results found

1. Portal: ACH Option

   64 votes

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   Proposed Idea  ·  4 comments  ·  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

   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

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. 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

5. Bank Reconcile - Reconcile List button within the reconciliation

   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

6. Add multiple payment types and banking information to profiles

   20 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

7. Toggle off closed accounts in bank reconcile

   32 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

8. Unwanted Updates to Bank Reconcile

   29 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

9. Allow Vouchers to be placed on-hold

   6 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

10. 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

11. 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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    Jana Griggs supported this idea  ·  Feb 14, 2025

12. 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

13. 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

14. 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

15. Archive Old Admin Fee Schedules

    8 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

16. Distribution start date

    7 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

17. Reports: Freeze the column headers

    50 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Jana Griggs supported this idea  ·  Feb 13, 2025

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

    90 votes

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

19. Multi-Fund Journal Entries and attachments

    21 votes

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

    
    

    Jana Griggs supported this idea  ·  Feb 13, 2025

20. Fund Advisor Options - Donations and Grants Emails

    • 

    35 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Jana Griggs supported this idea  ·  Feb 13, 2025