Edit an Account

Written by Nick Miles
Last published at: July 7th, 2020Edit, and configure the fields within an account.
- Select Accounts from the Home page.
- Select the account Number of the account you want to edit.
- Click Edit.
- Edit the desired account fields, then click Save.
Account Fields
- Account Number - unique ID of the account.
- Name - name of the account.
- Description - description of the account.
- Account Type
- 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