Finance
12 articles
How to create, edit or delete finance categoriesCreate income and expense categories to classify transactions, and edit or delete them.How to record and delete expensesRecord the institution's expenses in Finance, view them for a period, delete them and export a PDF report.How to record and delete incomeRecord money received by the institution, view it for a period, delete it and export a PDF report.Additional fields for donor informationAdd custom fields to record donor details, and deactivate or delete them.How to record and delete donationsRecord donations and grants received by the institution, print receipts, and delete donation transactions.How to view donations for a periodView donation transactions within a date range and export them as CSV.How to view the finance reportSee income and expenses for a period, drill into each category down to employee level, with a chart.How to compare finance transactions between two periodsCompare income and expenses between two financial periods with a chart.Managing assetsRecord institution assets such as land, buildings and equipment, and edit, deactivate or delete them.Managing liabilitiesRecord what the institution owes — money or services — and edit, settle or delete liabilities.Basic steps for creating a fee structureA short six-step guide to creating a new fee structure, from settings to collecting fees.Cumulative fine calculationHow fines are calculated daily on the remaining principal, kept separately, and when they are deducted.