Order Accounts

Order accounts allows you to change the order of the account dropdown displayed in Enter Donations.

Access Order Accounts

To access from the Button Bar, go to Accounts & Pledges > Order Accounts.

To access from Enter Donations, click the Sort on the account line.

Sort Options

  • Custom sort by selecting an account and moving it to a new position with the and buttons.

    You might consider moving seasonally appropriate giving accounts towards the top of the list during those time periods to facilitate donation entry.