If your organization did not purchase a license for the Business Office module and will not be tracking FASB process information, you do not need to complete the items in this tab.
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If your organization did not purchase a license for the Business Office module and will not be tracking FASB process information, you do not need to complete the items in this tab. |
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If you elect to book pledge transactions and do not have the Business Office module but need to be able to use the Development/Alumni module to reverse gifts from time to time, then you must have all of this information in place. |
This tab allows you to define the "rules" controlling how information is transferred from the Development/Alumni module to the Business Office module. If you want to be in full compliance with FASB and use the Development/Alumni Module to its fullest extent, then you need to enter this information whether or not you have the Business Office module.
G/L Account Information Group Box
Other Columns
Allow Planned Gifts to Book to G/L
Lowest Limit for Booking an Individual Pledge
Lowest Limit for Booking Any Open Pledges
Validate PA Account Code against Override Account Code
