Maintenance > Site Setup > Field and Screen Customization > DonorSnap Site Lookups.
Customize the options (the “Lookups”) under the dropdowns that are installed with DonorSnap like Contact Type, Accounting Code, Campaign, Appeal, etc. Continue reading “Site Setup – DonorSnap Site Lookups – How to Customize a Drop-Down”
Community > Contacts > Donations Tab > Accounting Code
When entering Donations, use the Accounting Code field to designate where the monies are going in your Accounting Program.
If you are not using the integration with QuickBooks, which sends Every Individual Transaction to QuickBooks, consider running a report of Accounting Code Subtotals to help with your manual reconciliation with QuickBooks or another accounting program.
Continue reading “Accounting Code Data Entry and Reporting”