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…
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Compass-360
Help Docs, Job Aids & Frequently Asked Questions
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Recent Posts
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,…
Read moreManaging 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…
Read moreDefining 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…
Read moreEditing 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…
Read moreAdding 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…
Read moreBuilding 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…
Read moreFund 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…
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Adding Custom Income Types
If you need to track additional income types that are not already included in Compass-360, you can setup these new income types in the Site Setup module….
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