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CommunitySuite Help Center Main Navigation Help Center Home Contact Us Welcome to the CommunitySuite Help Center All Categories General Information Accounts Admin Fees Bank Reconcile Budget Campaigns Cash Management Checks Customers Profiles Deposits Distributions Financials Funds General Ledger Grants Grantees Grant Types Vouchers Users Tributes Till System Data Revenue Share Pledges Opportunities GLM/SLM Integration Payments Payment Methods Payment Processors Groups Network Non Profit Reports Vendors Donors Donations Students Scholarships Fund Advisors Invoices 990 Report Service Area Stripe Integration Stewards Notes Logs Accounts Payable Grant Cards Accounts Receivable show contact formContact Us If you still have questions or prefer to get help directly from an agent, please submit a request. We’ll get back to you as soon as possible. Your email address Subject Description Please enter the details of your request. A member of our support staff will respond as soon as possible. Start Here Search & Browse the CommunitySuite Knowledge Base. General Information Topics on General Information Contact Support Base Camp Access Release Notes Data Migration Accounts Topics on Accounts Account Types Assign Account Types Create and Edit an Account Edit an Account Admin Fees Topics on Admin Fees Charge Admin Fees Create a Fund Fee Type Edit a Fund Fee Type Delete a Fund Fee Type Help Topics Whether it’s a very specific question, or a vague one, we have it covered in our company help center. General Information 16 Articles by 2 Authors Accounts 18 Articles by 3 Authors Admin Fees 8 Articles by 2 Authors Bank Reconcile 10 Articles by 3 Authors Budget 5 Articles by 2 Authors Campaigns 22 Articles by 4 Authors Cash Management 7 Articles by 2 Authors Checks 9 Articles by 2 Authors Customers 3 Articles by 2 Authors Profiles 17 Articles by 3 Authors Deposits 3 Articles by 2 Authors Distributions 9 Articles by 2 Authors Financials 17 Articles by 2 Authors Funds 21 Articles by 2 Authors General Ledger 9 Articles by 2 Authors Grants 24 Articles by 3 Authors Grantees 8 Articles by 3 Authors Grant Types 4 Articles by 2 Authors Vouchers 10 Articles by 2 Authors Users 10 Articles by 3 Authors Tributes 9 Articles by 3 Authors Till 7 Articles by 3 Authors System Data 3 Articles by 2 Authors Revenue Share 6 Articles by 2 Authors Pledges 8 Articles by 3 Authors Opportunities 8 Articles by 3 Authors GLM/SLM Integration Payments 5 Articles by 2 Authors Payment Methods 4 Articles by 2 Authors Payment Processors 2 Articles by 2 Authors Groups 5 Articles by 2 Authors Network 3 Articles by 2 Authors Non Profit 1 Articles by 0 Authors Reports 9 Articles by 2 Authors Vendors 1 Articles by 1 Authors Donors 10 Articles by 2 Authors Donations 26 Articles by 3 Authors Students 4 Articles by 2 Authors Scholarships 24 Articles by 4 Authors Fund Advisors 16 Articles by 2 Authors Invoices 3 Articles by 1 Authors 990 Report 4 Articles by 1 Authors Service Area 4 Articles by 2 Authors Stripe Integration 1 Articles by 2 Authors Stewards 1 Articles by 1 Authors Notes 1 Articles by 1 Authors Logs 1 Articles by 1 Authors Accounts Payable Grant Cards 1 Articles by 1 Authors Accounts Receivable 1 Articles by 1 Authors Popular Articles Site Data Settings Below are descriptions of each field on the main System Data page. Depending on y... Create Fund Statements Navigate to the Funds page. Select Fund Statements. Click Create. Select a time r... Templates Overview System Administrators can use Templates to automatically populate recipient speci... Upload & Configure Templates Upload and configure custom templates for donation letters, grant letters, schola... Fund Fields & Settings Below are the fields and settings available when creating, editing, or viewing a ... Create a Fund Statement Format The purpose of a Fund Statement Format is to: Indicate which sections you’ve pull... Grant Catalog Overview The Grant Catalog is a feature that facilitates crowdfunding, co-funding, and oth... Fund Advisor Login Instructions The tutorial below can be used as a template for providing instructions to your F... Create & Post a Donation Select Donations from the Home page. Click Create. Search for a profile or click ... Bulk Process Tax Receipts After a donation is recorded in CommunitySuite, generate and send tax receipts (T... New and Recently Updated Articles Filter by date: Top 10 updates Communitysuite Glossary This is a auto-generated Article of all your definitions within the glossary. Glo... Pledge Payment Reminder Pledge payment reminders can be created using the pledge_payment template type. S... Add a CSuite Process in SLM To sync approved Scholarships from CSuite to SLM, you must create a CSuite proces... Investment Report Overview The Investment Report can be used to report on investment activity by in... Edit an Account Edit, and configure the fields within an account. Select Accounts from the Home p... Post and Pay a Voucher Select Vouchers from the Home page. Select the New voucher bucket. If you would l... Create a Fund Statement Format The purpose of a Fund Statement Format is to: Indicate which sections you’ve pull... FIMS Profile Conversion Summary When importing your data and setting up your CRM system there are a few key decis... Spouse Changes | Death and Divorce Overview There are many ways to update profiles when a married couple experiences... Can’t Find What you’re Looking for? Feel free to contact us by clicking on the button below. Ask A Question Copyright © 2019 - Knowledge Base Software Powered by Definition by Author 0...