Community Organisation Portal

Welcome to COP

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Commercial purchase is coming in a future COP release.

COP Control

Commercial platform administration without access to organisation operational data.

Create Review Licence

Licence TypeOrganisation NameOrganisation TypePrimary Contact NameOrganisation Contact EmailReview Period (months)Referral Source (optional)Internal Notes

Organisation

No customer operational records are available in COP Control.

ApprovalLicence StatusSubscription StatusSupport NotesPlatform Notes

Home

A clear view of your organisation’s financial and operational position.

Recent transactions

Organisation Health

How healthy is my organisation?

Overall StatusNot Yet Configured

Organisation Calendar

Upcoming obligations, overdue items and recently completed actions.

Organisation Health Settings

Record the organisation’s own reminder dates. COP provides guidance only and does not determine legal compliance.

AGM MonthInsurance Renewal DatePolicy Review FrequencyNext Policy Review DateFinancial Year EndBackup Reminder FrequencyAssociation Return MonthACNC Reporting Month

About COP

Community Organisation Portal — Finance Edition

Community Organisation Portal

Developed by See Entertainment

Purpose

Designed for

Product information

Version history

Reports

Turn current organisation records into clear committee information.

Quick Reports

Interactive Reports

Choose a report and refine its period, account, category or payment method.

ReportReporting periodStart dateEnd dateAccountCategoryTransaction typeStatusPayment methodPerson / organisation

Saved Reports

Recent Reports

Finance

Include VOID transactions Include COMPLETED forecasts

No records to display.

Add record

Record Reimbursement Payment

Organisation AccountPayment DatePayment MethodReferenceNotes

Supporting Documents

Current Documents

Select which document(s) you want to replace:

Select DocumentNo document selected

History

Convert to Transaction

This will create a completed transaction from this forecast item. Once confirmed, the transaction becomes part of the financial register and cannot be reversed by converting it back to a forecast. If created in error, the transaction must be voided. Confirm that the transaction has actually occurred and the details are correct before continuing.

Organisation Documents

Authoritative document library with current and historical versions.

Search documentsFilter by category

Title	Category	Current Version	Status	Review Date	Details

No organisation documents have been uploaded yet.

New Document

TitleCategoryDocument typeStatusReview dateOwnerDescriptionInitial fileVersion notes

Document Details

Version history

Our People

One trusted People Register for everyone connected with your organisation.

Search peopleCategoryStatusSort

Name	Email	Mobile	Categories	Status	Source	Last Updated	Actions

No people have been added yet.

Add Person

First nameLast namePreferred nameEmailMobilePhoneAddressOrganisationStatus

Person

Connected Sources

External systems feed the People Register; they never replace it.

Import People

Upload
Column Mapping
Duplicate Detection
Preview
Import

Source typeCSV or Excel file

Source nameGoogle spreadsheet ID or URLWorksheet nameWorksheet ID (optional)

Confirm how the source columns map to COP. Suggested matches have been selected.

Possible duplicates are never merged automatically. Choose an outcome for every row.

Administration

Permanent organisation configuration and access management.

Reference Data

Choose COP Library values and manage organisation-specific values.

Reference Data

Category typeNameAccount type

Organisation

Record the organisation’s stated circumstances so COP can show relevant options. This does not determine legal or tax status. Check with the Australian Taxation Office, Australian Charities and Not-for-profits Commission, or relevant regulator if unsure.

Colour Scheme

Organisation Health

Financial accounts

Active accounts are available when recording transactions.

Organisation Portal

Live branding previewCommunity Organisation Portal

Financial Account

Account TypeCustom Account TypeAccount NameFinancial InstitutionBSBAccount NumberAccount HolderOpening BalanceStatus

Account Signatories

Card Holders

Add Person

Add this person to the canonical Our People register without leaving the account.

First NameLast NameEmailMobile

Authorised Users

Google verifies identity. COP controls access.

Invite users

Ensure email addresses are entered exactly. An incorrect email address may send an invitation to an unintended person, potentially exposing organisation information. Carefully review all invitations before sending.

Storage

Organisation-owned Google Drive and Sheets connection.

Connect the organisation’s Google account so COP can store organisation-owned records.

Community Organisation Portal

Sign in to COP

COP Control

Prepare Your Organisation

Access not authorised

Welcome to COP

COP Control

Home

Recent transactions

Organisation Health

Organisation Calendar

About COP

Community Organisation Portal

Purpose

Designed for

Product information

Version history

Reports

Quick Reports

Interactive Reports

Saved Reports

Recent Reports

Finance

Organisation Documents

Our People

Administration