Updated September 7th, 2021 by Sydney Henderson

Rejecting a Donor Advised Fund Grant Request

Below are the options in CommunitySuite to reject a donor advised fund grant request based on how far along the request is in the system. If the grant request is still a request sent from the donor portal you can void the request and it will still be reportable.  Click Void  on the grant request you would like to void  from the Grant Request bucket ...

0 min reading time
Updated July 7th, 2021 by Sydney Henderson

Site Custom Content

The Site Custom Content page allows you to add custom text, and messages, to your Donor Portal, Donation Portal, and other areas in CommunitySuite. This tutorial will describe the available content fields, where they display within the system, and how to edit the information associated with each field. The default site custom content is the last bul...

3 min reading time
Updated March 4th, 2021 by Sydney Henderson

Filter, Canned, and Custom Reports

Your browser does not support HTML5 video. This is an overview of reporting in CommunitySuite. Learn more about filter reports, canned reports and custom reports. ...

0 min reading time
Updated May 28th, 2021 by Sydney Henderson

Fund History Charts/Graphs - Fund Advisor Portal

Within the Fund Advisor Portal, fund advisors can see an interactive chart displaying their top donors and grantees. The charts/graphs are turned off by default. To turn on the charts/graphs, follow this workflow: Navigate to the Funds page from Home. Search for the relevant fund then click the ID. Click Edit. Check the box next to Show History On P...

0 min reading time
Updated March 4th, 2021 by Sydney Henderson

Reimbursements

Reimbursements A reimbursement is cash received as a repayment. To process a reimbursement in CommunitySuite, you will need to create a voucher and choose the vendor you want to reimburse.  The workflow for issuing a reimbursement is as follows: Navigate to the Vouchers page.  Click Create on the left side menu.  Choose the vendor to reimburse by na...

0 min reading time
Updated June 30th, 2021 by Sydney Henderson

Send Multiple Fund Advisor Login Emails

In CommunitySuite, admins have the capability to send out multiple fund advisor login emails at once. To send multiple fund advisor login emails, the fund advisors need to have profiles with an email set in CommunitySuite.  The workflow for sending multiple fund advisor login emails is as follows:  Use this article to create the amount of fund advis...

0 min reading time
Updated March 3rd, 2021 by Sydney Henderson

Manual Admin Fees

Manual Admin Fees are used to charge a one-time admin fee to the relevant fund. Rather than having an admin fee type on a fund and then running the admin fees, a community foundation can decide to do a manual admin fee. The workflow for a manual admin fee is as follows:  Navigate to the Funds page. Click on the Fund ID of the desired fund. Click on ...

0 min reading time
Updated September 14th, 2021 by Sydney Henderson

Credit Memo

A negative invoice is a Credit Memo. If an invoice is created that is not paid and will not get paid you can create a credit memo to remove the receivable. The credit memo is typically a mirror of the invoice. The credit memo must be from the same profile, the same account, and the amount is the same as the invoice except negative. Once saved and po...

0 min reading time
Updated March 4th, 2021 by Sydney Henderson

Refund an Invoice

Invoices Any customer or profile payment that is made is created as a payment applied to an open invoice. You will need to create a negative invoice for the profile to issue a refund.  Begin by navigating to the Invoice page from the Home page.  Click on the InvoiceID that needs to be refunded.  Click on the Customer in the Invoice table.  Click Cre...

0 min reading time
Updated April 7th, 2021 by Sydney Henderson

Style Editor Overview

Within System Data, the Styles feature gives your foundation the ability to change the look and feel of your Fund Advisor Portal, Donation Portal, and Grant Catalog by adding custom CSS & HTML. Edits made in the Styles area should only be attempted by a qualified web designer. Customizations to your CSS or HTML have the potential to break missio...

1 min reading time
Updated March 17th, 2021 by Sydney Henderson

SSN Field

Setting up the SSN Field The ability to set and clear the SSN field are separate permissions within the Profiles page. You must have these specific permissions enabled to set and/or clear.  To set the SSN field follow these steps:  1. Navigate to Profiles. 2. Search for the relevant Pr ofile.  3. Click [set]. 4. Enter the SSN. If you are not sure th...

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Updated August 31st, 2021 by Sydney Henderson

SLM: Change Scholarship Record on Synced Scholarships

If an admin accidentally assigns the wrong scholarship or student to a synced scholarship in CommunitySuite from SLM follow these steps to make the correction: If the request has been posted in CommunitySuite: To begin, the request will need to be sent back to the SLM bucket if the scholarship has been posted, which means you will need to Un-post th...

1 min reading time
Updated September 9th, 2021 by Sydney Henderson

Historical Vouchers

Delete Please make sure that you are certain a historical voucher is the right fit for what you are trying to accomplish. If not confirm with your CSM. You cannot unpost or delete historical vouchers if they have been imported. Historical Vouchers are used at the time of migration when there is a balance in the General Ledger in Accounts Payable and...

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