Note: this is for reference only. Granting CGBC access to the following platforms is not required. This is just a list for reference in case it would be beneficial for your organization and we’ve discussed adding CGBC to the platform/app in question.
ADP
We can send your company an invite to connect through our accountant dashboard in ADP. Here’s the info we’ll need from you:
- The type of ADP payroll product – let us know which one you use:
- RUN Powered by ADP®
- ADP Workforce Now®
- ADP TotalSource®
- Your company name (as entered when you set up your ADP account)
- Your EIN number
Stripe
We can send your company an invite to connect through our accountant dashboard in ADP. Here’s the info we’ll need from you:
- In the Stripe Dashboard, go to Settings > Teams and Security > Click Add member.
- Enter the email address for the bookkeeper or accountant you’re working with at Common Good. Under Select team member roles, search for and select Accountant.
- Click Send invite. Stripe sends us an email invitation to join your account. You’ll receive an email notification after we accept your invitation.
Ramp
If you have an existing Ramp account:
Check out this tutorial via Ramp’s Support site.
If you haven’t started using Ramp yet and need to create a Ramp account:
Just let us know! We can send you an invite and help you get it set up.
Givebutter
Help page from Givebutter explaining how to add users (generally, “Finance” role for CGBC is appropriate unless otherwise discussed)