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We have changed the GL Code associated with an RC. It has worked for those RCs that were direct income, but I can't seem to change the GL for RC codes that are assessments. There used to be a screen where you could attach the GL code directly to the RC, but now it seems that only on the contact screen...
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Before deciding how to use Responsibility Centers, I need a little more info. Let me give you an example of a sample donation. This donor is giving to four designations. Sage (accounting software) would receive the donation as follows: Donor ID Designation Designation Code Cash Account GL Income # of...
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We are in the long process of setting up Donorwise for our organization. We use classes in QuickBooks and are connecting them to Responsibility Centers in Donorwise. My question is in regard to Designations. Let's assume we have a field worker, "Bob Parr" who starts a ministry called "Incredibles...
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We have hundreds of designations. Thankfully there is an Import Designation utility. However, I understand that a responsibility center (RC) has to be created for each designation prior to import. Does this mean I will I have to manually enter each RC manually? Likewise, each Assessment Scheme has a...