Settings and activity

17 results found

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

   33 votes

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   2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   
   

   Nick Williams supported this idea  ·  Apr 10, 2024

2. percentage of gift to spendable

   30 votes

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   4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Nick Williams supported this idea  ·  Oct 4, 2023

3. Fund statements: Need school name in Grantee section

   147 votes

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   19 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   After review by our engineering team, we are moving this back to proposed. The school name populates if using Post by Payment. The reason it does not without that option is that the scholarship populates the fund statement on the post date, and the school is assigned on the payment lines, which could be later than the post date.

   Nick Williams supported this idea  ·  Aug 23, 2023

4. internal grant upload

   48 votes

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   10 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Nick Williams supported this idea  ·  May 1, 2023

5. Adding Pronouns

   34 votes

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   0 comments  ·  GLM & SLM Idea Lab  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Nick Williams supported this idea  ·  Jan 18, 2023

6. Recurring donation record with ACH as a Payment option

   32 votes

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   7 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

   Moving this idea back to Proposed.  This request is to create a recurring donation from the back end of CSuite and have ACH be a payment option (Currently it is only Stripe).

   Nick Williams supported this idea  ·  Oct 7, 2022

7. Separate the closing of the last period of the year from the closing of the year

   54 votes

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

   
   

   Nick Williams supported this idea  ·  Sep 28, 2022

8. 990 tax class

   37 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Nick Williams supported this idea  ·  Jul 26, 2022

9. Tasks and Reminders

   91 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

10. Enable Custom Account Types

    34 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

    
    

    Nick Williams supported this idea  ·  Apr 6, 2022

11. Notes: Collapse list to show most recent with ability to show all

    48 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Nick Williams supported this idea  ·  Dec 1, 2021

12. investment performance

    20 votes

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    3 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Nick Williams supported this idea  ·  Dec 1, 2021

13. Export Balance Swap

    13 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Nick Williams supported this idea  ·  Dec 1, 2021

14. Balance Swap - Edit Amounts

    43 votes

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

    
    

    Nick Williams supported this idea  ·  Dec 1, 2021

15. Donations: change fund

    61 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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    Nick Williams supported this idea  ·  Dec 1, 2021

16. inactive users - remove from assign to task list

    26 votes

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    1 comment  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Nick Williams supported this idea  ·  Oct 18, 2021

17. Bank reconcile - approvals and log

    123 votes

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    Under Consideration  ·  2 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Nick Williams supported this idea  ·  Oct 11, 2021