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

• Account Transfer Content
• Bulk Edit Accounts
• Account Actions
• Account Transfers
• Account Types
• Close or Delete an Account

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Articles in this section

• Import Tickets
• Campaign Guests
• Campaigns Dashboard
• Campaigns Overview
• Marketing Campaigns
• Event Campaigns

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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

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

Articles in this section

• CommunitySuite Glossary
• Adjust the Visual Accessibility of CommunitySuite in Your Web Browser
• 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

• Book Agency Fund Liability
• Funds Overview
• Fund Fields
• Funds Dashboard
• Subfunds
• Bulk Edit Funds

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Articles in this section

• Conditional Payments
• Grant Cards Content
• Allocation Tables
• Grant Cards

Articles in this section

• Fund Advisor Portal Planning Guide
• Implementation Coordinator Responsibilities
• CommunitySuite Learning Plan
• Adjust Principal and Spendable Net Asset Balances

Articles in this section

• Integrated Grant Catalog
• Integration of Organization and User Fields
• CommunitySuite and GLM/SLM Integration Overview
• Process Synced Grants
• Create Multifund GLM Grants
• Process Synced Scholarships

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Articles in this section

• Commonly Used Reports
• Custom Report Types
• Default Reports
• Donor Report
• Filter Reports
• Funds Summary Report

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Articles in this section

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

Articles in this section

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

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Articles in this section

• IRS Efile Permissions
• Vouchers Permissions
• Vendors Permissions
• Users Permissions
• Tributes Permissions
• Till Permissions

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Articles in this section

• CommunitySuite Month End Closing Checklist
• Common Template Issues
• Assign Logic to Templates
• Build Templates
• Process Tax Receipts
• Example Templates

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Articles in this section

• Skipped Tax Receipt Serial Numbers - Technical Explanation