If you track volunteer hours that your constituents volunteer in support of your organization, you can track those hours Compass-360. Navigate to the Volunteer module, and click…
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Compass-360
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Volunteers
Reviewing Payment Records
If there is a payment associated with an income record, a payment record will appear. Payments are actual payment methods recorded against incomes – such as a…
Read moreAdding Accounting Codes
Accounting codes are a quick way to organize your funds. However, allocation of funds can be managed at a more detailed level by using Funding Needs. Navigate…
Read moreRunning 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…
Read moreEditing Phone Number Types
If you need to add or edit the phone number types for your constituents in Compass-360, you can do so in the Site Setup module. Navigate to…
Read moreUsing Multiple Bank Accounts for Different Activities
If you would like to have revenue from your donation portal, membership portal, or from a specific campaign or specific event, to be routed to different bank…
Read moreUsing a Credit Card Reader to Process a Transaction
You can use credit card readers to scan credit card transactions throughout Compass-360. Compass-360 supports USB credit card readers. Plug the reader into the USB port of…
Read moreCreating Reminders
You can create and assign reminders to team members and yourself using the Reminders/Ticketing feature in Compass-360. General Reminders Open the Reminders / Ticketing module from with…
Read moreAdding Images to Compass-360
You can add images to Compass-360 so that they can be used on the various Compass-360 portals that you might setup. Navigate to the Content Mgt module….
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