Settings and activity

42 results found

1. Journal Entry Sort

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   31 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

2. Portal - customize email subject line and body

   9 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

3. Visual Presentations Using Charts (with GL data)

   18 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

4. 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

5. open books need a warning or a password

   10 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

6. Year over Year w/ Leap Year

   17 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

7. 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

8. manual fund statements

   14 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

9. 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

10. Portal: ACH Option

    142 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

11. 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

12. bank investments integration

    26 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

13. 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

14. 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

15. 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

16. Toggle off closed accounts in bank reconcile

    44 votes

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

17. Unwanted Updates to Bank Reconcile

    48 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

18. Allow Vouchers to be placed on-hold

    13 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Vouchers/Vendors/Accounts Payable  ·  Delete…  ·  Admin →
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    Jana Griggs supported this idea  ·  Mar 19, 2025

19. 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

20. 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