Articles in this section

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

Articles in this section

• Bulk Edit Accounts
• Remove an Account from Investment Strategy
• Account Actions
• Account Transfers
• Account Types
• Close or Delete an Account

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Articles in this section

• Sync to Mailchimp (Live Sites)
• Campaigns: Online Event Registration (Live Sites)
• Campaign Groups and Requests (Live Sites)
• Refund a Campaign Ticket (Live Sites)
• Campaign Auctions (Live Sites)
• Campaigns Overview (Live Sites)

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Articles in this section

• Payment Methods
• Unpost and Delete a Deposit for an Online Donation or Profile Payment
• Change a Donor
• Create and Sell Public Securities
• Direct Debit (Australia Only)
• Refunds Overview

Articles in this section

• Multi-Currency Accounts
• Financial Views
• Budget
• Loans

Articles in this section

• Foundant Support Hub Navigation
• CommunitySuite Glossary
• CommunitySuite Learning Experience
• Compass for Funders and Community Foundations: Foundant's Online Community
• Contact Support
• Foundant Courses and Help Menu: Setup and Troubleshooting

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Articles in this section

• Subfunds
• Bulk Edit Funds
• Funds Setting
• Funds Site Custom Content
• Add Grant Approvers to a Fund
• Add Voucher Approvers to a Fund

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Articles in this section

• Grant Cards Site Custom Content
• Allocation Tables
• Grant Cards

Articles in this section

• Integration of Organization and User Fields
• CommunitySuite and GLM/SLM Integration Overview
• Prepare your GLM/SLM Site for CommunitySuite Integration
• Sync GLM Requests to CommunitySuite
• Process Synced Grants
• Pay Synced Grants

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Articles in this section

• Beginning Balance: Financial Templates
• Beginning Balance: Profiles Import Template

Articles in this section

• Commonly Used Reports
• Custom Report Types
• Default Reports
• Donor Report
• Filter Reports
• Filter, Default, and Custom Reports

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Articles in this section

• Opportunities Overview
• Create and Edit Opportunity Types
• Assign Opportunities to Profiles
• Link Donations/Pledges/Promises to Opportunity
• Import Opportunities

Articles in this section

• Profiles Overview
• Create and Edit a Profile
• Profile Designations / Profile Is
• Bulk Activate or Inactivate Vendors and Grantees
• Bulk Update Profiles
• Deceased and Divorced Profiles

see all

Articles in this section

• Permissions Overview
• Customize Your Embedded Styles
• Import Transactions and Historical Records
• CommunitySuite Sandbox Sync
• Manage and Delete Saved Reports
• Nonprofit Site Custom Content

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Articles in this section

• CommunitySuite Month End Closing Checklist
• Assign Logic to Templates
• Build Templates
• Process Tax Receipts
• Example Templates
• Manual Fund Statements

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Articles in this section

• Bank Account Not Showing when Paying Vouchers
• Common Template Issues
• Foundant Courses Best Practices
• How to Zoom In in Your Web Browser
• Recurring Donation is Missing Credit Card
• Skipped Tax Receipt Serial Numbers - Technical Explanation