Explore the latest discussions in Compass!
Hello! I saw a post from 2025 about 1099s here which was helpful. I just wanted to make sure I understand that we aren't able to file a 1099 within CSuite, correct?
We are a Mac office and don't want to move to QuickBooks Online now that QuickBooks has phased out Mac support. Has anyone made the change to a new software that they are happy with? We have 10 companies, and it is primarily only banking records and pulling reports, TB, BS, IS, and journal entries. Any insight? Suggestions?
As we use CommunitySuite for our accounting software, we do not use Quickbooks, can you all share suggestions please? thank you Lourdes
Hello, Does anyone have a general credit card policy and credit card use agreement they could share? Thank you.
As we all strive to effectively manage and grow our funds to support our mission and community, I’m interested in learning more about best practices for creating and forecasting a managed funds budget. Specifically, I’d like to hear from you on the following points: Revenue Projections: How do you estimate investment…
This is a rather practical question. Our staff have travel and office expenses paid personally to be reimbursed by our Foundation. Is there a reasonably priced Mobile App that you might suggest to capture and categorize the receipts to make things easier and less time consuming for our staff and bookkeeper?
We are in the process of having all of our grants paid ACH and are looking to have our scholarship payments paid ACH as well but I did hear that some colleges and universities still prefer check. Has anyone been successful in getting colleges and universities to make the switch to ACH? Also, are there any community…
We are having a disconnect where a donor has asked to have a grant check sent to them rather than to the nonprofit (they want to present the check or include a note with the check before mailing it to the nonprofit) or sent to a 3rd party address for processing (for example, the donor has requested we send the check to the…
Hi everyone, Our foundation has recently discovered that we are having some grants and scholarships post thru the system without flagging us that the spendable balance will go negative. It is not consistent and we have tried various scenarios to reproduce the problem. We've reached out to support and it has been escalated…
Does anyone put the annual rate of return on your fund statements?
