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 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 ...

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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 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. ...

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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...

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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...

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