Updated May 7th, 2021 by James Meyers

Refund a Credit Card Payment

If this is your first time refunding a credit card payment, please speak with your CSM before proceeding. Do not refund the credit card payment through the credit card payment processor. This transaction will not be automatically recorded in CSuite. Refund a Posted Credit Card Payment Navigate to the profile payment. All donations, invoices, credits...

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Updated June 23rd, 2021 by James Meyers

Reclassify Revenue Share Affected Accounts for a Closed Period

Overview If investment activity is allocated out using an incorrect revenue or expenses account and the books have since been closed, more than just a correcting journal entry is necessary. A correcting journal entry will not be properly allocated to the appropriate funds; therefore resulting in an open balance under the revenue share fund and a sys...

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Updated February 22nd, 2021 by James Meyers

Service Areas

Use Service Areas to filter your data and select profiles, grants, donations, opportunities, addresses, etc. that are located in specific geographical areas. Follow these steps to Create a Service Area: From the Home page, go to Service Areas under the Non-Profit column Choose Create from the left Type the name of the Service Area you wish to track ...

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Updated February 22nd, 2021 by James Meyers

Edit Service Areas

To change the name of a Service Area you will need to edit it. Go to Service Areas from the Home page Select the Service Area that needs editing by selecting the ID number  (eg. 1001) Next, choose Edit from the left side menu Change the name of the service area Select the Save button when complete You can remove cities from the Service Area by selec...

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Updated April 19th, 2021 by James Meyers

NACHA File

Overview To make a payment via a NACHA file generated by CommunitySuite, ACH credentials must be entered for both the profile receiving the payment and for the bank account making the payment. After these credentials have been entered, the Electronic option must be selected for the payment option. Once the check has been posted, return to the check ...

2 min reading time
Updated June 23rd, 2021 by James Meyers

Refunds

Overview - Refunds In CommunitySuite, there are several places where a refund may occur. When you are considering performing a refund on an item for your first time, we recommend you reach out to your CSM first to verify the best way to process this transaction. Do not go into your payment processor and manually enter refund entries. CommunitySuite ...

1 min reading time
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