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Accounting Tab

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Parts of the Accounting Tab

Posting Accounts

Restricted Campaign Generally funds are deposited to the Operating Account as setup in your Default Posting Accounts. If you are using another account for this campaign, check the Restricted Campaign box and enter the correct Bank Account below.
Bank Account Bank account for this campaign. Click the button to open the Chart of Accounts lookup.
Income "Prior Year in blue" and earlier. Prior fiscal year account for this campaign. Click the button to open the Chart of Accounts lookup.
Income for "Current Year in blue" Current fiscal year account for this campaign. Click the button to open the Chart of Accounts lookup.
Deferred Revenue for "Next Year in blue" and Later If you wish to defer donations for a future fiscal year for this campaign, you can select a different account than the current year account. It would normally be a liability. During year end rollover, any donations entered in future fiscal years will be rolled into the earned accounts. Click the button to open the Chart of Accounts lookup.
Patron is allowed to receive a benefit when giving to the campaign Applies the benefit matrix from the giving level matrix to this campaign. Click here for more information on setting up benefits for donations.
Can be changed from the default for the giving level Allows the value of the benefit to be edited during a donation.

Benefit Amount

Checkbox Patron is allowed to receive a benefit when giving to the campaign.
Checkbox Can be changed from the default for the giving level.
Benefit Account Benefit general ledger account for this campaign. Click the button to open the Chart of Accounts lookup.