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Designation Tab (Setup)

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Syndication

Designation Tab (Setup)

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Default Donation GL Account

These are the accounts that will appear on the designation screen by default.

Staff

For donations given on behalf of staff members

Non-Staff

For donations given to non-staff designations such as ministries, projects, etc.

Default Assessment Scheme

Staff

Default assessment scheme used for all staff members. This can be modified for individual staff members.

Non-Staff

Assessment scheme for non-staff members

When auto-resolving suspense designations use:

The designation to use for gifts where the donor is not known. The designation to use is typically a "General" designation.

Read More > Suspense

Designation Types

These are for your benefit in categorizing designations.




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