Settings and activity

17 results found

1. Journal Entry Sort

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   34 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » General Ledger  ·  Delete…  ·  Admin →
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   Nick Williams supported this idea  ·  Dec 29, 2025

2. Portal - customize email subject line and body

   11 votes

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

3. Allow edits to password reset email for fund advisor portal

   43 votes

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   Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Nick Williams supported this idea  ·  Aug 21, 2025

4. Portal: ACH Option

   148 votes

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   Proposed Idea  ·  6 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Nick Williams supported this idea  ·  Apr 29, 2025

5. Column Spacing for Fund Statement List on Portal

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   40 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Nick Williams supported this idea  ·  Mar 28, 2025

6. Bank reconciliations - option to hide checked items for easier list of open transactions

   47 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Nick Williams supported this idea  ·  Mar 24, 2025

7. Balance Swaps - Exclude Accounts

   4 votes

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

8. Bank Reconcile - Reconcile List button within the reconciliation

   7 votes

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

9. Unwanted Updates to Bank Reconcile

   52 votes

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   Proposed Idea  ·  7 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Nick Williams supported this idea  ·  Mar 24, 2025

10. Toggle off closed accounts in bank reconcile

    46 votes

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    Planned  ·  3 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Nick Williams supported this idea  ·  Mar 24, 2025

11. Additional Color Style Selections, please!

    19 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Nick Williams supported this idea  ·  Mar 24, 2025

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

    110 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Nick Williams supported this idea  ·  Mar 24, 2025

13. Hide Contact Information for Show Student Data on Portal

    37 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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    Nick Williams supported this idea  ·  Mar 24, 2025

14. All Record of Recurring Grants are Deleted by Fund Advisor in Portal

    98 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Permissions/Logs  ·  Delete…  ·  Admin →
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    Nick Williams supported this idea  ·  Mar 24, 2025

15. 1099 - Add Mailing Address to Report

    55 votes

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

16. Fund Advisor portal updates s/b marked inactive instead of deleting from original profile.

    38 votes

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    2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded
    Nick Williams supported this idea  ·  Apr 10, 2024

17. Tasks and Reminders

    94 votes

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    Feedback Needed  ·  13 comments  ·  GLM & SLM Idea Lab » Email  ·  Delete…  ·  Admin →
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    Nick Williams supported this idea  ·  May 3, 2022