The widget configuration can be accessed from Admin > Widget Configuration:
Select the widget type and Edit to the right of the widget name you would like to edit:
Select Financial from the configuration options on the left-hand side.
In this section, you will decide the Campaign action and GL Code to be assigned to each standard donation. This is important so that your organisation can easily report on campaign results and your financial manager can easily reconcile funds.
Further rules can be set up in Advanced Configuration to allow more specific financial coding.
If no GL Code or Campaign is selected in the options below then all general donations will default to:
GL Code- WebDonation
And all In-memoriam donations will default to:
GL Code- Web InMemoriamDonation
Campaign- Web InMemoriamDonation(Year)
|All active GL Codes will be available from this drop-down. Each donation will be coded to this GL Code unless a specific rule is used in the Advanced Configuration options|
|All active Campaign Actions will be available from this drop-down. Each donation will be coded to this campaign unless a specific rule is used in the Advanced Configuration options|
This will display a tick box under the donation amount, once a number has been entered, for the donor to cover the fee as configured in Admin > Payment Gateway:
All active GL Codes will be available from this drop-down. Each donation that has opted to cover the fee will have the payment split with the fee portion coded to this GL Code:
If no selection is made here, then the fee will not be assigned a GL Code