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Lists
Form Item
Description
PAGE 1
Date Created
Date the giving account was created.
Account #
You can assign a numeric account number to the account.
Receiptable
Check this box if the giving account is tax receiptable. The receiptable status of any
transaction in the Giving Manager can be altered at any time. The value of this will be
the default for use at entry time.
Important:
Only records marked receiptable will be included on tax receipts and
on the Substantiation of Contributions Report.
Account Name
Name of the account. This item will be auto formatted if list auto formatting is turned on.
This field indicates the current account that most buttons on this form will operate on.
Budget
Set a yearly budget goal for this account by filling in this field.
Comment
Any comment.
PAGE 2
Table
The table on this page shows the year-to-date totals for all accounts you have created.
PAGE 3
Table
The table on this page shows the monthly totals for all accounts you have created.
BUTTONS
Add
Click this to create a new giving account.
Del
Click this to delete the current giving account name. You cannot delete accounts that
are in use.
|<<
Click this to go to the first account.
<<
Click this to go back one account.
>>
Click this to go forward one account.
>>|
Click this to go to the last account.
Browse
Click this to view all account data in a spreadsheet format.
Exit
Click this to exit the Giving Account Editor.
Table 6-5 Giving Account Editor Form Items
ChurchWatch User’s Guide
6-11