Change Revenue account for contributions
Add the ability change the revenue account on a gift prior to posting (without changing the default).
We report different types of contributions on our statement of activities and the single contribution revenue account does not allow for the breakout. it would be great if the revenue account could be campaign driven but I would be happy to be able to change the contribution account prior to posting.
Two options we currently need are Event Revenue (the deductible) and Corporate Sponsors. The information is available in campaigns but it can’t be separated on a fund or consolidated income statement .
This is currently an option if you setup Donation Types. From the left side menu in Donations, select Donation Types. This is the area where you can set the revenue account for donations. There are three options, manually pick an account on each transaction, create a list of donation types (use defined) and assign the revenue account to the type, or a single default account.
Here is the link to the help article: https://support.foundant.com/hc/en-us/articles/4405110748567-Create-and-Set-Donation-Types. If you have any questions, please contact support@foundant.com