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09. Financial

Financial Settings


Description
As you begin your Donorfy Onboarding journey, you will need to configure financial settings to be bespoke to your organisation.

This module looks at Currencies, Bank Accounts, Departments, Payment Methods, Products, Funds and creating a Transaction Entry Default.

Type: Video Duration: 20 minutes

Content
  • 1. Introduction
  • 2. Currencies
  • 3. Bank Accounts
  • 4. Departments
  • 5. Payment Methods
  • 6. Products
  • 7. Funds
  • 8. Transaction Entry Defaults
Completion rules
  • All units must be completed
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