New account not showing for contributions

Contributions, Faith Promises

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JaniceC
Posts: 16
Joined: Tue Nov 07, 2023 12:28 pm

New account not showing for contributions

Post by JaniceC »

We added a "love offering" item in Chart of Accounts. Set up Fund Balance account in 3000 series, Income account in 4000 series, and expense line item in 5000 series. We will soon be receiving contributions to "love offering", however, I tested adding a contribution to the new account and it does not show up as an account to select in Contributions module. I have surely left out a step somewhere, but I do not know where. Help please!

Zorak
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Re: New account not showing for contributions

Post by Zorak »

The last step would be to add a new Contribution Fund for that purpose, which you can do by going to Contributions > Setup > Maintain List of Contribution Funds. Click the Add button. The link to the accounts in Fund Accounting will happen under the Accounting tab on that screen, with Debit (bank) and Credit (income) account fields.

JaniceC
Posts: 16
Joined: Tue Nov 07, 2023 12:28 pm

Re: New account not showing for contributions

Post by JaniceC »

Thank you so very much for your help. I added the new account to Contributions and it now shows up. Thanks for taking the time to reply.

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