You can configure as many funds/GL codes as your organization needs. These can be assigned to Adoption Price Groups, Adoption Hold Price Groups, Non-Adoption Items, Donations, etc. and are ways of further categorizing income by type.
Examples include Dog Adoption Fees, Cat Adoption Fees, Merchandise Sales, Event Donations, Adoption Donations, etc. We recommend asking your accountant for guidance when configuring these.
Click your Username > Configuration > Transactions > Funds/GL Codes to get started.
What user permissions do I need to configure my funds/GL codes?
- Configure my shelter and its users
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!
Add a New Fund/GL Code
Follow these steps to add a new fund/GL code:
- From the Funds/GL Codes configuration section, click the
Add Fund/GL Code button.
- Enter the fund's name and click the green
checkmark button to save.
Edit or Delete a Fund/GL Code
To edit a fund's name, click directly on the underlined fund, make your edits, and then click the green checkmark button to save your changes.
To delete a fund/GL code, click the trashcan icon on the right, read the warning, and then click the red Delete button.
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