Program Management

• How do you add a new Enrollee to a Program?
• How do you manage Revenue Report Submissions?
• How do you manually adjust revenue within Revenue Reports?
• How do you submit a Revenue Report?

General Questions

• How do I navigate and leverage the Financial Health dashboard?
• How do I accept my CRF invitation and set up my account?
• What is CRF Insights?
• What are the Core Concepts of Insights?

User Administration

• How do I manually grant or restrict access to businesses on CRF Insights?
• How do you set up your Insights Account and establish your Banking Connection?
• How do you invite new users?
• How do you manage your Personal Settings?
• How do you add a New Business to Insights?

Financials

• How do I export transaction data from CRF Insights?
• What is the "Financials" Tab?
• What is the Inflow vs Outflow report?
• What is the Net Cashflow Report?
• What is the Breakdown Report?
• What is the Balance History Report?

See all 7 articles

Accounting

• What is the Accounting Tab?
• What is the Profit and Loss Report?
• What is the Balance Sheet Report?
• What are the Accounts Receivable and Payable Aging Reports?

Accounts

• What is the Accounts Tab?
• What is the Account Status?

Actions

• What is the Actions Tab?
• How do you Edit Actions?

Impact

• What is the Impact Tab?

Business Profile

• What is the Business Profile Tab?

Alerts

• What are Alerts?
• How do you create an Alert?
• How do you Edit Alerts?