Settings and activity

12 results found

1. Update Manual Fund Statements to only allow you select through a closed time period

   26 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Cyndi Vara supported this idea  ·  Feb 20, 2025

2. Toggle off closed accounts in bank reconcile

   7 votes

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   0 comments  ·  CommunitySuite Idea Lab » Accounts & Cash Management  ·  Delete…  ·  Admin →
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   Cyndi Vara supported this idea  ·  Feb 20, 2025

3. Login As --Removes user's existing login

   131 votes

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   Proposed Idea  ·  22 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Cyndi Vara supported this idea  ·  Jan 31, 2025

4. Ability to Build Custom Financial Statements in the Reports Section

   24 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Cyndi Vara supported this idea  ·  Jan 22, 2025

5. Column View for ALL financial reports

   28 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

   
   

   Cyndi Vara supported this idea  ·  Jan 22, 2025

6. investment performance

   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

   
   

   Cyndi Vara supported this idea  ·  Oct 18, 2024

7. Assign Follow Up to Reviewer

   44 votes

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

   
   

   Cyndi Vara supported this idea  ·  Mar 27, 2023

8. board portal

   188 votes

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

   
   

   Cyndi Vara supported this idea  ·  Mar 2, 2023

9. Navigation: Shift-Select Multiple Checkboxes #letshifthappen

   • 

   45 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Cyndi Vara supported this idea  ·  Feb 1, 2023

10. 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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    Cyndi Vara supported this idea  ·  Sep 16, 2022

11. Turn off notifications when deactivating CSuite user

    38 votes

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

    
    

    Cyndi Vara supported this idea  ·  May 23, 2022

12. Balance Swap - Edit Amounts

    47 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

    
    

    Cyndi Vara supported this idea  ·  Aug 6, 2020