Check Template - list of your custom check templates (if you've enabled and uploaded custom check templates in System Data).
Has Checks - enables the ability to create checks from the account.
Subof Account - nest the account under a parent account.
Rev Share Parent - treats multiple accounts as one for revenue share.
Statement Account - link the account to the selected statement account.
Functional Expense - classify the account by functional expense for reporting purposes (the Func Expense report can be found in Financials). By default, CommunitySuite provides three functional expense classifications (Fundraising, Management & General, and Program Services), however, you can also create additional custom classifications if needed.
Vendor - account vendor (accounts that have a designated vendor can use statement vouchers to record all income and expenses associated with the account).
Manage Cash - tracks the movement of money between accounts and funds.
IRS 1099 Field - contains numbers that correspond with the box numbers from your IRS 1099 Form.
For example, box 1 on the 1099 form is used to enter rent. If this account is used to pay rent, you would select 1 from the drop-down list. Please see this IRS link for more information about 1099's.
CommunitySuite will not automatically generate a IRS 1099 form. However, you can use the Vendors Paid report to help build out your IRS 1099 form.
Exclude from Statements - excludes the account from all statements
Restriction - designate a restriction for the account (Illiquid Assets, Permanently Restricted, Temporarily Restricted, Unrestricted)
Financial Views - add the account to a financial view.
Available For Cash - enter the percentage of cash that should be made available for grants
