Link Donations to Accounting

A successful transfer from Donations to Accounting consists of two parts. First, you must post and transfer a batch using Enter Donations. Then, you must use the Transfer Donations to Accounting feature to successfully complete the transfer to Accounting.

 

The Link  Donations button is found under the Special Functions menu of either Donations or Accounting. It opens to the Transfer Donations to Accounting screen where you can link the Giving Accounts of the Donations  Module to your Chart of Accounts in the Accounting  Module:

When the screen appears, use the following columns on the Default Account Links tab to make the necessary adjustments:

• Giving Account
  Contains the account name and number as they are listed in Donations.
  
  
• Debit Account
  For each Giving Account, click this box to select the desired Debit Account in Accounting.
  
  
• Credit Account
  For each Giving Account, click this box to select the desired Credit Account in Accounting.
  
  
• Prepaid Credit Account
  As an additional option for any giving account you desire to link, you can also link to a Liability Account in Accounting that will serve as a prepaid credit account when a transfer is made from Donations to Accounting.
  
  

Note:
If you would like to link accounts in a different Accounting Year , select the desired year from the Accounting Year box at the top of the screen.

 

Print Account Links

To print or export a report that shows the current settings of the links, click the Print Account Links button. When the Account Links Report Options screen appears, make your selections from the following tabs:

Columns Tab

Determines the order and the appearance of the columns displayed.

Sort / Group & Sort Tab

Organizes the information into the desired order (and groupings).

Fonts Tab

Sets the style and size of the typeface used to display the contents of the report.

Once you have made all of your selections, click Print to view a Print Preview and then proceed in sending the file to your printer. You can also Export most reports and/or Send via Email as a file to be used outside of Church Windows.