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Recording Development Activity in Finance through Journal Entries
Recording Development Activity in Finance through Journal Entries
Recording Development Activity in Finance through Journal Entries
Any development activity that is posted in development can be posted to Finance. To post a donation in Development module, a user must have Development Full role and should also be associated with General Ledger. However, the user does not need any Finance roles to perform Development Post.
To record Development Activity in Finance, the user must have GL Full role.
1. Navigate to Finance->Banking>Development Transactions
2. Select all transactions to be included in the new journal entry.
3. Use multi-action “Create Journal Entry”
4. Specify journal entry details.
5. The system produces a table of credits and debits for each type of transactions. Select the correct accounts. The system will automatically pull revenue accounts for associated funds.
6. Check “post if able” to post the new journal entry automatically
7. Click Save
You are now redirected to Finance>Ledger>Journal Entries>Dashboard, the dashboard for the newly created Journal Entry. Note, that each line item on this journal entry is referencing Development Transaction Id which references the original development transactions.
Type
Debit
Credit
Post Gift
Asset - Bank Account
Associated Revenue Accounts
Post Matching
Asset - Accounts Receivable
Associated Revenue Accounts
Post Pledge
Asset - Accounts Receivable
Associated Revenue Accounts
Post Pledge Payment
Asset - Bank Account
Asset - Accounts Receivable
Void Gift
Associated Revenue Accounts
Asset - Bank Account
Void Matching
Associated Revenue Accounts
Asset - Accounts Receivable
Asset - Accounts Receivable
Expense
Void Pledge
Associated Revenue Accounts
Asset - Accounts Receivable
Asset - Accounts Receivable
Expense
Void Pledge Payment
Asset - Accounts Receivable
Asset - Bank Account
Write Off Matching
Expense
Asset - Accounts Receivable
Write Off Pledge
Expense
Asset - Accounts Receivable
See also
Donation
Action
Fund
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PCR Educator School Information System is an online database engineered for schools and universities to deliver the highest level of flexibility, unique experience, transparent communication and customized design.