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Recording Development Activity in Finance through Journal Entries

Posted August 16, 2018

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

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Recording Development Activity in Finance through Journal Entries

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