Financial Accounts Overview

The organization account functions allow the management of financial accounts and all associated transactions for those accounts.  Accounts are where funds are deposited upon receiving on-line payment for calendar activities, dues payments and fund raisers.  

Organizations may find it useful to establish multiple accounts to segregate funds for different uses.  For example, funds collected for dues payment maybe deposited into a "Dues Collected" account, while funds collected for a camping trip may be placed into an "Outings" account.  By default, a General account is established for each organization.

The account that will receive the online funds collected is assigned when the calendar event, dues campaign, or fund raising campaign is first created.  Please refer to Calendar and Events for more information about creating an event or campaign.

The functions available in Financial Accounts include:

• creating, modifying and deleting accounts,

• viewing of detailed transaction records,

• downloading of detailed transaction records,

• summary of funds,

• request checks,

• refunding of all or partial amounts paid, and

• finding a payment.

Parent organizations can also publish their accounts to their child organizations (such as a regional organization publishing to multiple local affiliates) for collection of funds.  This can be useful when there are activities or events where monies are remitted directly to the parent organization.

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