Shopping Cart Configurations help improve reporting capabilities by associating additional information with transactions. See this article for more information on configuring Cash Drawers, Funds / GL Codes, and Departments.
Each of your Cash Drawers, Departments, and Funds / GL Codes should be:
- mutually exclusive
- named in a way that clearly defines the subtype to both staff and volunteers
- without any typos
- exhaustive - covering all needed values
Example Cash Drawers
- Adoption
- Clinic
- Retail
- Education
- Intake
Example Funds / GL Codes
- Adoption Fees
- License Fees
- Surrender Fees
- Reclaim Fees
- Volunteer Fees
- Retail -Adoption Kits
- Retail - Clothing
- Retail - Dog Supplies
- Retail - Cat Supplies
- Training Classes
- Clinic - Spay/Neuter
- Clinic - Vaccines
- Clinic - Boarding
- Clinic - Preventatives
- Donation - General
- Donation - Honor
- Donation - In Memory
- Donation - Online (for example this may include donations made via the Donation Boost Widget)
- Fundraising Event
These Funds / GL Codes may also include the specific account numbers your finance team utilizes (i.e. "10008 General Adoption Fees").
Example Departments
- Intake
- Adoptions
- Public Services
- Clinic
- Retail
- Training
- Development
- Education
- Volunteer
Is there a limit to how many funds or departments we can configure?
There is no limit to the number of GL Codes/Funds or Departments you can configure, you are welcome to add as many as you need.