Create Vouchers

Select Vouchers from the Home page. Click Create. Search for a Vendor and select from the drop-down menu, or click Show List and select from the a list of all vendors. If you clicked Show List, select the name of the vendor from the list. Click the calendar icon and select the Voucher Date. Begin typing the name of the Fund that the voucher will be ...

Edit a Voucher

Navigate to Vouchers. Select the Voucher ID number. Click Edit in the left-side menu. Once all edits have been made, click Save....

Post and Pay a Voucher

Select Vouchers from the Home page. Select the New voucher bucket. Click the voucher ID that you want to pay. Depending on your workflow (voucher approval, or no voucher approval), select one of the following options for further instructions: No Voucher Approval Workflow Click Post. The voucher will move into the Posted voucher bucket. Click Pay. Yo...

Delete a Voucher

Navigate to Vouchers. Select the Voucher ID number. Click Delete from the left-side menu. Click Yes to delete the Voucher. Note: To delete a Voucher it must be Unposted and Unpaid....

Create and Edit Statement Vouchers

Use Statement Vouchers to record Bank Fees, Investment Fees and Interest.  To create a Statement Voucher: Navigate to the Accounts page. Select the Asset Account number. Click Add Fee/Interest from the left-side menu. If the account does not have a Vendor assigned, you will be required to choose one. In the Create Statement Voucher window, complete ...

Payroll Vouchers

Track your payroll expenses by creating and paying Vouchers for each expense. Examples: Employee Paycheck Retirement Benefits Labor and Industry Employment Security Payments IRS (US Treasury) Note: We highly recommend the use of an outside payroll company to process payroll....

Vouchers*

Create Vouchers to pay vendors and employees. Vendors can include nonprofits, grantees, businesses and people you pay. All incoming bills, payments to employees, payment of employee benefits, expenses for events, office supplies and grants to be paid out are Vouchers.  You can find all your New Vouchers, Posted Vouchers and Paid Vouchers organized i...

Assign Expenses to a Campaign*

Access the applicable voucher.  Select [add] in the Campaign column next to the applicable line item. You will see a list of all your Campaigns. Select the Event you wish to tag the expense to. To review expenses and income for a Campaign, you will need to go to the Campaign and then select Income Statement on the left side menu. Income Statement wi...

Import Vouchers

Import regular vouchers and statement vouchers into CommunitySuite. Select Vouchers from the Home page. Click Import Vouchers. Select Download Template under the type of voucher that you want to upload. The template will download as a .csv file, and save to your computer's Downloads folder. Open the template, enter voucher information for each vouch...

Cancel a Voucher

Cancel a voucher that's been approved and posted. You cannot undo this action. You should consider unposting the voucher before proceeding.  Select Vouchers from the Home page. Select the Posted voucher bucket. Select the voucher ID. Select Cancel. If necessary, edit the Post Date, then click Cancel Vo ucher. The cancelled amount will be recorded in...