Since your customers submit donations from their own devices, you can configure a default department and fund/GL code for donations you receive from mobile checkout and your Donation Boost Widget.
Configuring your default fund/GL codes and departments for donations is important for detailed transaction reporting.
Click your Username > Configuration > Transactions > Donations to get started.
What user permissions do I need to configure my donations?
- Configure my shelter and its users
What do I need to configure before I set up my donation tracking?
Configuration is only accessible through a desktop or laptop. You cannot access the Configuration section on a mobile device.
Prefer watching over reading? Check out the video below!
By default, each of your donation types will not be set to a department or fund/GL code. Follow the steps below to set up a default department and fund/GL code for your one-time and recurring donations that you receive from mobile checkout and your Donation Boost Widget:
- From the Donations configuration section, click the Donation Boost in Mobile Checkout section or the Donation Boost Widget section.
- Click directly on the underlined department or fund/GL code (if these have not been set up yet, they will display None).
- Choose from one of your configured departments or fund/GL codes and click the green
checkmark button to save your changes.
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