Below are descriptions of each field on the main System Data page.
Site Data
- Name - Name of your organization.
- EIN - EIN for your organization.
- Address - Address of your organization.
- Address2 - Address2 of your organization.
- City - City of your organization.
- State - State of your organization.
- Zipcode - Zipcode of your organization.
- Phone - Phone for your organization.
- Country - Country for your organization.
- Currency - Set based on organization location.
- ACH Format - Set payment method.
- This is generally set to NACHA.
- Timezone - Allows you to set your timezone by selecting your time zone from a drop-down list.
- DateStyle - Display dates in US (MM-DD-YYYY) or European format (DD-MM-YYYY).
- Label Terminology - Adjusts labels on online donation portal and fund advisor portal to reflect regional differences.
- For example: State vs. Province.
- Financial Offset (From January) - Allows you to set your fiscal year by entering the number of months from January 1 on which your fiscal year starts.
- If you leave the field blank your fiscal year runs from January 1 to December 31st.
- If you would like to change your fiscal year, please consult your fund accounting CSM.
- If you enter -6 months, your fiscal runs from July 1 to June 30th.
- If you leave the field blank your fiscal year runs from January 1 to December 31st.
- Default Fund - This is the default fund for transactions where a specific fund is not indicated.
- Please note that the fund can still be changed while recording transactions.
- Home URL - This URL is linked to your foundation logo in CommunitySuite and will redirect site visitors to your Foundation website.
- Vendor ID - The first profile ID generated in the site. This cannot be edited.
The next two settings are related, and control the From and Reply To fields on emails sent from CommunitySuite.
- Default Email Reply To - The email address that will populate the from and reply to fields of all system generated emails.
- If the Use Default Email Reply To For All setting is enabled, then ALL emails (system generated and user initiated) will populate the from and reply to fields with this email address.
- If the Default Email Reply To setting is blank, then system generated emails will use FCSuite.com in the from and reply to fields.
- Use Default Email Reply To For All - If enabled, all emails (system generated and user initiated) will populate the from and reply to fields with the email address listed in the Default Email Reply To setting.
- If not enabled, then non-system generated emails will use the email address for the user who initiated the email in the from and reply to fields.
- Test Email Domain - Add your organization's email domain to enable a user to Test Emails From Sandbox. Emails will only send to this email domain and foundant.com email addresses.
- Show Legacy Codes - This feature will expose the legacy profile ID's that were used in your old system. If the box is checked, profiles that have legacy ID's will have a new field titled Legacy Code in the native profile record. These codes are also available as a profile field in custom reports, named Legacy Profile Code.
- Logo - Allows you to upload your foundation's logo.
- Csuite Version - Shows the version of CommunitySuite.
- Last Sandbox Sync - This setting appears in the Sandbox site and shows the last time the Sandbox site was synced.
- E-File Enabled - The E-File Options feature allows you to enable E-File by clicking Edit in the left-side menu and then checking the box next to E-File Enabled.
Admin Fee
Navigate to the Admin Fee page and click Settings in the left-side menu to access settings for admin fees.
Resource: Admin Fee Settings
Campaigns
Navigate to the Campaigns page and click Settings in the left-side menu to access settings for campaigns.
Resource: Campaigns Settings
Checks
Navigate to the Checks page and click Settings in the left-side menu to access settings for checks.
Resource: Checks Settings
Donations
Navigate to the Donations page and click Settings in the left-side menu to access settings for donations.
Resource: Donations Settings
Fund Advisors
Navigate to the Fund Advisors page and click Settings in the left-side menu to access settings for fund advisors.
Resource: Fund Advisor Settings
Funds
Navigate to the Funds page and click Settings in the left-side menu to access settings for funds.
Resource: Funds Settings
GL (General Ledger)
Navigate to the GL page and click Settings in the left-side menu to access settings for general ledger.
Resource: GL (General Ledger) Settings
Grants
Navigate to the Grants page and click Settings in the left-side menu to access settings for grants.
Resource: Grants Settings
Profiles
Navigate to the Profiles page and click Settings in the left-side menu to access settings for profiles.
Resource: Profiles Settings
Scholarships
Navigate to the Scholarships page and click Settings in the left-side menu to access settings for scholarships.
Resource: Scholarships Settings
Users
Navigate to the Users page and click Settings in the left-side menu to access settings for users.
Resource: User Settings
Vouchers
Navigate to the Vouchers page and click Settings in the left-side menu to access settings for vouchers.
Resource: Voucher Settings