Best Practices for configuring Cash Drawers, Funds / GL Codes, and Departments

  • Updated

 

 

 

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