Accounts

Giving accounts keep track of where donations are designated and are located in Manage Accounts. These accounts can assigned in Enter Donations, be sorted into Subtotals for reports, and some accounts may have Campaigns & Pledges. Recorded donations can then be transferred to the appropriate places using Links to Accounting.

Accounts & Pledges

Accounts

Review, add or edit giving accounts.

Manage Accounts

Create a new giving account with details and accounting links.

Order Accounts

Set a sort order for giving accounts.

Campaigns & Pledges

Manage campaigns and enter pledges.

Subtotals

Create groups of accounts and subtotals for related giving accounts.