If you do not want a custom additional detail field to be displayed when adding a new donor, you can inactivate it or delete it. However, you cannot delete an additional detail field that has already been used to record donor information. At the top of your dashboard, click the module access icon > Administration > Finance > Donations to open […]
Category: Finance
How can I add additional fields to record donor information?
At the top of your dashboard, click the module access icon > Administration > Finance > Donations to open the Donations page. In the top right, click the Additional Fields button. In the Name field, enter the name of the custom field. Select the status of the field: Active – A custom field with this status will be available when entering donor information. Inactive – A custom field with this status […]
How can I delete an income transactions?
An Income in transactions can be deleted at any time. At the top of your dashboard, click the module access icon > Administration > Finance > Transactions > Add income to open the Create new income page. In the top right, click the Incomes button. Select the start date and end date. Click the OK button. All income transactions are listed. Click Delete to delete a transaction. In the top right, click […]
How can I create an income transaction?
Income transactions can be created when money is received by the institution. At the top of your dashboard, click the module access icon > Administration > Finance > Transactions > Add income to open the Create new income page. In the Title field, enter the name of the income transaction. In the Description field, enter the short description about the income transaction. In the Amount field, enter the income amount. In […]
How to delete an expense transaction?
Created expense transactions can be deleted at any time. At the top of your dashboard, click the module access icon > Administration > Finance > Transactions > Add expense to open the Create new expense page. In the top right, click the Expense button. Select the start date and end date. Click the OK button. All expense transactions are listed. Click Delete to delete a transaction. In the top right, click […]
How can I create an expense transaction?
Expenses incurred by the institution can be recorded in the Finance module. At the top of your dashboard, click the module access icon > Administration > Finance > Transactions > Add expense to open the Create new expenses page. In the Title field, enter the name of the expense transaction. In the Description field, enter the short description about the expense transaction. In the Amount field, enter the expense amount. In […]
How can I edit or delete finance category?
A finance category can be edited at any time. However, a finance category cannot be deleted if it has been used to create an income or expense transaction. Default finance categories cannot be edited or deleted. At the top of your dashboard, click the module access icon > Administration > Finance > Category to open the Categories page. Custom finance categories are displayed […]
How can I create finance category?
At the top of your dashboard, click the module access icon > Administration > Finance > Category to open the Categories page. Here you will be able to view the categories that are available by default. 2. Click Create Finance Category. In the Category name field, enter the name of the finance category. In the Description field, enter a short description about the finance category. Select […]