Modify Company Preferences

The Company Preferences page allows you to add and modify various information related for the company.

This Section Includes:

General Tab

Complete the following as appropriate.

  • Interface with General Ledger?:
  • Post Batches as Separate Journal Entries?:
  • Last Receipt Number Used:

Gift Ranges Tab

Specify the gift ranges From and To. You can add a new row by typing an amount in the last field under the To column and then press the Tab key on your keyboard. To remove a row, change the amount to $0 under the To column and then press the Tab key. See the example below.

NOTE: The Analysis Report that these summary totals affect will be available in a future release.

 

Media Tab

Click Add New Line to add the various types of media used to promote giving.  See examples below.

 

Columnar Report Headings Tab

Click Add New Line to add the various column headings.  See examples below.

NOTE: The Columnar Report that these headings affect will be available in a future release.

Click the  button to save any information that has been added or changed.

Click the Reset link to reset the page back to how it was before any changes were made to it.

Click the Cancel link to leave the page without saving any changes and return to the previous page you were on.

 

 

Updated

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request