Articles in this section

• CommunitySuite Release Notes 2024
• CommunitySuite Upcoming Releases
• CommunitySuite Release Notes 2023
• CommunitySuite Release Notes 2022
• CommunitySuite Release Notes 2021
• CommunitySuite Release Notes 2020

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Articles in this section

• ABA Files
• Account Actions
• Account Transfers
• Account Types
• Add Grant Approvers to a Fund
• Add Voucher Approvers to a Fund

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Articles in this section

• Add a Historical Donation
• Admin Fee Groups
• Admin Fees Overview
• Cancel a Pledge/Promise
• Change Fund for a Credit Card Fee
• Change Fund on Online Donation or Profile Payment

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Articles in this section

• Refund a Voucher
• Recurring Vouchers
• Delete Scholarship Awards
• Close and Open Scholarship Awards
• Edit a Scholarship Award
• Deferred Scholarship Awards

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Articles in this section

• 1099 Report
• 990 Report
• Audit Balances Report
• Audit Report
• Available Cash
• Balance Sheet Report

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Articles in this section

• Affiliate Portal
• Assign Logic to Templates
• Assign Profiles to Opportunities
• Build Templates
• Bulk Edit Fund Advisor Settings
• Campaign Auctions

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Articles in this section

• CommunitySuite Glossary
• Foundant Support Hub Navigation
• Add and Manage Notes
• Add and Manage Tasks
• Add Task/Note Types
• Adjust the Visual Accessibility of CommunitySuite in Your Web Browser

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Articles in this section

• Profiles Search
• Vendors Dashboard
• Students Dashboard
• Grantees Dashboard
• Profiles Dashboard
• Profiles Overview

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Articles in this section

• Equity Account Restrictions
• Login Setup for Portal Users and Fund Advisors
• My Dashboard
• Power Bi
• Auditor Users and Audit Information
• Invoices Content

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Articles in this section

• Set the CommunitySuite Scholarship for an Opportunity or Process
• Integrated Grant Catalog
• Integration of Organization and User Fields
• CommunitySuite and GLM/SLM Integration Overview
• Process Synced Grants
• Create Multifund GLM Grants

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Articles in this section

• Client Implementation Guide
• Accessing the Foundant Secure File System for Migrations
• Fund Portal Access Guide
• CommunitySuite Document Migration
• Project Manager Responsibilities
• CommunitySuite Implementation Plan

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