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Welcome to the
CommunitySuite Support Hub
Foundant Technologies
CommunitySuite
Accounts
Bank Reconciliation
Revenue Share
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Account Actions
Account Transfers
Account Types
Close or Delete an Account
Create and Edit an Account
Create Investment Strategies
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Campaigns
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Campaigns Overview
Campaigns: Communication List Summary
Campaigns: Events Summary
Sync to Mailchimp
Campaign Mailing Labels and Mailing Lists
Campaign Groups and Requests
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Donations & Other Income
Donations
Invoices
Payments
Pledges/Promises
Till
Tributes
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Change a Donor
Create Public Securities
Direct Debit (Australia Only)
Refunds Overview
Sell Public Securities
Financial Management
Balance Swap
Budget
Financial Reporting
General Ledger
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Create Financial Views
Example Financial View*
Post a Deposit
Unpost and Edit a Deposit
Use Financial Views
Loans
Foundant General
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Foundant Support Hub Navigation
CommunitySuite Learning Experience
CommunitySuite Overview
Compass for Funders and Community Foundations: Foundant's Online Community
Contact Support
Email Encryption
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Funds
Admin Fees
Distributions
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Bulk Edit Funds
Funds Settings
Funds Site Custom Content
Add Grant Approvers to a Fund
Add Voucher Approvers to a Fund
Available Cash Calculation
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Grants, Scholarships, & Other Expenses
Charity Check
Checks
Grant Types
Grants
Scholarships
Vouchers
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Grant Cards Overview
Integration with GLM/SLM
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Mapping GLM/SLM Roles with CommunitySuite Permissions
CommunitySuite and GLM/SLM Integration Overview
CommunitySuite SLM Settings
Sync CommunitySuite Scholarships to SLM
Process Synced Grants
CommunitySuite GLM Settings
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Migration
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Beginning Balance Profiles
Data Migration
FIMS Profile Conversion Summary
FIMS Reconcile
NA - Archive
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Export Donor Information
Non-Financial Reporting
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Campaign Reports
Commonly Used Reports
Custom Report Types
Custom Reports: Field Types & Aggregates
Default Reports
Donation Report
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Opportunities
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Opportunities Overview
Create and Edit Opportunity Types
Assign Opportunities to Profiles
Link Donations/Pledges/Promises to Opportunity
Import Opportunities
Profiles
Fund Advisors
Profile Designations
User Defined Fields & Relationships
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Parent/Child Org Relationship
Profiles Settings
Bulk Update Profiles
Deceased & Divorced Profiles
Delete a Donor
Delete a Profile
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System Configuration
Custom Fields
Fund Advisor Portal
Grant Catalog
Notes/Tasks
Online Donation Portal
Users & Groups
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Import Transactions
CommunitySuite Sandbox Sync
Manage and Delete Saved Reports
Checks Settings
Nonprofit Site Custom Content
Test Emails From Sandbox
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Templates
Fund Statements
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Assign Logic to Templates
Build Templates
Process Tax Receipts
Example Templates
Manual Fund Statements
Opportunity Letters
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Troubleshooting
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Bank Account Not Showing when Paying Vouchers
Common Template Issues
Edit Check Number
How Do I Remove an Account from Investment Strategy?
How to Zoom In in Your Web Browser
Recurring Donation is Missing Credit Card
Popular Articles
Foundant Resources
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Foundant Resources
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On-Demand Product Training
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GLM Resources
On-Demand Sector Education
Grantmakers Podcast
SLM Resources
On-Demand Sector Education
Scholarship Provider Podcast