Transaction Lifecycle

As credit card transactions are made, either via a Compass-360 web portal or the Compass-360 application, data will move through Compass-360, to your merchant account, to your...

Fund Allocation Overview

Use the Funding Needs capability to replicate your organization’s chart of accounts in Compass-360. This is an advanced feature in the database. Benefits to utilizing the Fund...

Building your Fund Allocation Structure

From the Income Module, click the Funding Needs tab from the top. If you do not have a current fiscal year, click Add Fiscal Year. If you...

Adding a Fund

From the Fund Allocation window, select Add anytime you want to add a fund to the highlighted level and build out your funding structure. Fields Name Enter...

Editing a Fund

Open the Fund Allocation window and click the Edit button to open up the highlighted fund to make any adjustments. If you created a fund within the...

Adding Fund Designations to your Donation Portal

If you would like your donors to have the ability to direct their donations to specific projects or funds, you can do so through the path of...

Defining and Managing Auto Allocation Rules

You can establish master rules for Compass-360 to follow for income that is received through various Compass-360 online portals (i.g. online donation, event specific donations, etc.) In...

Managing Manual Allocations for Income Records

Assigning Allocations can be completed when creating or editing an income record manually. From the Income Module, create or edit an income record. Click the Income Allocation...

Reallocating Income to a Different Fund

You can use Compass-360 to allocate income to specific funds. If you for any reason need to back out a batch of income from their current allocation,...

Income Allocation Reporting

If you have set Compass-360 up so that income can be allocated to specific funds, you can run reports to see which funds the income has been...

Running Accounting Queries

You can use Compass-360 to run queries for bookkeeping reconciliation. Navigate to the Queries module and select the query you would like to run. A few queries...