Your first week with Nonprofit
Review funds, accounts and mappings before recording your first gift.
0 of 5 done
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Review funds and bank accounts
Review the active funds and the cash and bank accounts you will use.
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Review and approve mappings
Review each account purpose and the default function for every active expense account. Posting is blocked until mappings are approved.
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Review programs
Review or add programs for your financial coding.
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Record actual work
Posting a cash gift creates a posted journal. An expense journal saves as a draft first; review its accounts, fund and function before posting.
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Review the reports
Reports use posted history. Drafts do not appear in those figures.