Account Transfers

Articles in this section

• Account Transfers*

Accounts Receivable

Articles in this section

• Create a Profile Payment

Grant Cards

Articles in this section

• Grant Cards Overview

Logs

Articles in this section

• Log*

Notes

Articles in this section

• Import Notes

Stewards

Articles in this section

• Make Users Stewards

Service Area

Articles in this section

• Edit Service Areas
• Service Areas

990 Report

Articles in this section

• Public Support Report*
• Grantees Exceeding Report*
• Donations Exceeding Report*
• 990 Report

Invoices

Articles in this section

• Credit Memo
• Refund an Invoice
• Import Invoices
• Delete an Invoice
• Create an Invoice

Fund Advisors

Articles in this section

• Export Fund Advisor Information
• Send Multiple Fund Advisor Login Emails
• Fund History Charts/Graphs - Fund Advisor Portal
• Designate a Primary Fund Advisor
• Bulk Assign Donor Portal Tab Permissions
• Edit a Fund Advisor

see all

Scholarships

Articles in this section

• Partially Cancel a Scholarship Award
• Import Scholarships
• Re-issue a scholarship check to a different school
• Repost a Refunded Scholarship*
• Undecided Students*
• Scholarship Checks*

see all

Students

Articles in this section

• Entering Schools*
• Adding a Student Number*
• Entering Students*

Donations

Public Securities

Articles in this section

• Edit a Donation
• Edit a Donation - Fields that are Editable for Unposted Donations
• Edit a Donation - Fields with the Same Editing Functionality for Unposted and Posted Donations
• Affiliate Portal
• Check for a Missing Donation
• Refund a Donation (Non-Stripe)

see all

Donors

Articles in this section

• Print & Email Yearly Tax Receipts in Batch
• Print & Email a Yearly Tax Receipt
• Household Donation Records*
• Export Donor Information*
• Delete a Donor*
• Edit a Donor*

see all

Vendors

Articles in this section

• Historical Vouchers
• Make Vendor Profile

Reports

Articles in this section

• Reporting Use Cases
• Reporting in CommunitySuite
• Commonly Used Reports
• Filter, Canned, and Custom Reports
• Reclassify Revenue Share Affected Accounts for a Closed Period
• Default Reports

see all

Non Profit

Articles in this section

• Nonprofit Directory Examples
• Nonprofit Directory
• Add Fund to an Affiliate/Supporting Org
• Add New Nonprofits to the Directory
• Add Nonprofits to the Directory from Existing Profiles
• Profile Is...*

Network

Articles in this section

• Add Users to Networks
• Network Overview

Groups

Articles in this section

• Groups Overview
• Configure Group Permissions
• Create User Groups

Payment Processors

Articles in this section

• Unpaid Stripe Transactions
• Stripe Webhooks
• Accepting Credit Cards
• Create a Payment Processor

Payment Methods

Articles in this section

• Other Payment*

Payments

Articles in this section

• Reimbursements
• Refunds
• Refund a Credit Card Payment 
• Create a Refund Check*
• Deposit a Payment

GLM/SLM Integration

Articles in this section

• SLM: Change Scholarship Record on Synced Scholarships
• Merge Synced Organizations
• Edit & Unlink GLM/SLM Orgs & Contacts
• Search & Sync GLM/SLM Orgs & Contacts
• CSuite SLM Settings
• Create Multifund SLM Scholarships

see all

Opportunities

Articles in this section

• Opportunity Letters
• Opportunities Overview*
• Import Opportunities
• Link Donations/Pledges to Opportunity
• Filter Opportunities*
• Assign Opportunities

see all

Pledges

Articles in this section

• Pledge Payment Reminder
• Create Receivable Accounts for Pledges*
• Edit & Delete a Pledge
• Cancel a Pledge
• Edit Pledge Payment Schedule
• Create a Pledge Payment

see all

Revenue Share

Articles in this section

• Run Revenue Share
• Revenue Share Parent*
• Re-Run Revenue Share*
• Adjustments & Revenue Share*
• Unposted Expenses*
• Revenue Share Overview*

System Data

Basics

Templates

Content

Articles in this section

• Knowledge Base to Support Hub Transition FAQ
• Show Available Cash
• Foundant Help Menu is Missing
• Site Data Settings
• System Data Overview
• Site Custom Content

see all

Till

Articles in this section

• Till Overview*
• Undeposited Checks and Cash*
• Print a Deposit Slip
• Reconcile Non-Till Transactions
• Unpost and Delete a Deposit
• Edit a Deposit Post Date

see all

Tributes

Articles in this section

• Tributes Overview*
• Donor created Tributes from the Online Donation Portal*
• Tribute Notify*
• Available Reports for Tributes*
• Generate Tribute Letters
• Merge Duplicate Tributes

see all

Users

Articles in this section

• Create a User
• Users & Groups
• Set User Passwords
• Make a User Inactive
• Locked Out*
• Log in as Another User

see all

Vouchers

Articles in this section

• Process a Refund for a Voucher
• Cancel a Voucher
• Import Vouchers
• Assign Expenses to a Campaign*
• Vouchers*
• Payroll Vouchers

see all

Grant Types

Articles in this section

• Selecting a Grant Type for Existing Grants*
• Assign Grant Type Interests
• Create Grant Types

Grantees

Articles in this section

• Grant Funding Request Form*
• Set up Public Requests for a Grantee*
• Adding a Grantee*
• Run a Charity Check
• What is Guidestar?
• Edit a Grantee Record

see all

Grants

Articles in this section

• Create a Multi-Fund Grant
• Rejecting a Donor Advised Fund Grant Request
• Closing a Grant Catalog Grant Cycle*
• Deleting Donations from a Grant Catalog Item*
• Editing or Adding Missing Grant Catalog Donations*
• Grant Catalog Donations - Cash or Check*

see all

General Ledger

Articles in this section

• Journal Entry Approval
• Import Financial Transactions
• Reclass Transactions
• FIMS Reconcile
• Record a Journal Entry
• Open the Books

see all

Funds

Articles in this section

• Print Fund Statements
• Email Fund Statements
• Available Cash Calculation
• Apply Fund Statement Formats to Funds, Fund Groups, Subgroups & Divisions
• Create a Fund Statement Format
• Available Cash Overview

see all

Financials

Articles in this section

• Investment Report
• Audit Report
• Run a Financial Report with Sub Funds
• Run a Financial Report using Financial Views
• Example Financial View*
• Detail Trial Balance

see all

Distributions

Articles in this section

• Distribution Types and Calculations
• Process Distributions
• Distribution Intervals*
• Edit Distribution Types
• Clear Unspent Spendable Balance
• Manually Adjust Spendable Balance

see all

Deposits

Articles in this section

• Unpost and Edit a Deposit
• Post a Deposit

Profiles

Articles in this section

• Make Affiliate/Supporting Org Profile
• Link Funds to Profile
• Create Profile Fund Categories
• Create Org Roles
• Bulk Remove Org Roles from Profiles
• Import and Bulk Update Custom Fields

see all

Customers

Articles in this section

• Invoice a Customer*
• Customer Overview*

Checks

Articles in this section

• Print & Post Checks
• Adjust for an Incorrect Physical Check
• Void & Refund a Scholarship Check
• Check Payment Approval
• Void a Check
• Print an Envelope*

see all

Cash Management

Articles in this section

• Balance Swap Overview & Calculations
• Cash Balancing Overview*
• Review your Cash Balancing Fund*
• Review Balance Swaps with a Balance Sheet*
• Bulk Delete Balance Swaps
• Balance Swap

see all

Campaigns

Articles in this section

• Mailchimp Integration
• Refund Ticket in a Campaign
• Reports for Campaigns*
• Add Group (Optional)*
• Mailing Labels & Lists*
• Guest List*

see all

Budget

Articles in this section

• Copy a Year-Over-Year Budget
• Planning a Budget with Data from the Prior Year*
• Using Budget for Reporting*
• Budget Overview*
• Create an Annual Budget

Bank Reconcile

Articles in this section

• Managing Credit Card Transactions
• Print a Bank Reconciliation*
• First Reconcile*
• Bank Reconcile Overview*
• Unreconcile All
• Reverse Reconcile an Account

see all

Admin Fees

Articles in this section

• Adjust CC Fees for Online Donations if the Fund is Changed
• Admin Fee Types and Calculations
• Manual Admin Fees
• Exclude An Asset Account from Admin Fees*
• Fund Fee Groups*
• Create a Tiered / Laddered Admin Fee*

see all

Accounts

Articles in this section

• NACHA File
• Statement of Functional Expenses
• Create Investment Strategies
• Payroll Accounts*
• Edit Check Format*
• Unlink a Sub-Account*

see all

General Information

Notes & Tasks

Articles in this section

• Salutations & Lists
• FIMS Profile Conversion Summary
• Development & CRM Overview
• Filter Reports
• File Attachments*
• Notes*

see all