Settings and activity

31 results found

1. 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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   Anonymous supported this idea  ·  Jan 11, 2023

2. Column View for ALL financial reports

   29 votes

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

   
   

   Anonymous supported this idea  ·  Jan 11, 2023

3. Change Fund Group at a Point in Time

   91 votes

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   8 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Anonymous supported this idea  ·  Jan 11, 2023

4. Grant- post by payment option

   37 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

   
   

   Anonymous supported this idea  ·  Jul 18, 2022

5. Attached files sorted most recent at the top (or options to select sort).

   40 votes

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

   
   

   Anonymous supported this idea  ·  Apr 29, 2022

6. One Log In Across Foundant Platforms

   224 votes

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   Planned  ·  6 comments  ·  CommunitySuite Idea Lab » System Data  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Apr 29, 2022

7. export in same order as shown in financial report

   22 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

   
   

   Anonymous supported this idea  ·  Aug 13, 2021

8. If Then logic custom reports

   21 votes

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

   
   

   Anonymous supported this idea  ·  Jun 23, 2021

9. Link internal grant to opportunity

   15 votes

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

   
   

   Anonymous supported this idea  ·  Mar 9, 2021

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

    46 votes

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    Planned  ·  1 comment  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Dec 1, 2020

11. Fund statements - sort by fund advisor or fund

    32 votes

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    6 comments  ·  CommunitySuite Idea Lab » Fund Statements  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

    
    

    Anonymous supported this idea  ·  Oct 1, 2020