Entering appeal expenses

You can track expenses associated with appeals to help determine how much money was raised with each appeal. Enter appeal expenses in the Appeal expenses window.

Do the following to add an appeal expense:

  1. In the Advanced Accounting Console, go to Fundraising > Appeal expenses.
  2. Select the appeal.
  3. Click New.
  4. If the expense was incurred on a date other than the current system date, enter the date in the Date field.
  5. Enter the expense Amount.
  6. Enter the Expense Type, or click the lookup icon to select the expense type.
  7. Enter the Campaign code, or click the lookup icon to select the campaign code.
  8. Enter the Fund code, or click the lookup icon to select the fund code.
  9. (optional) Enter a brief description of the expense in the Description area.
  10. Click Save.

Do the following to edit an appeal expense:

  1. In the Advanced Accounting Console, go to Fundraising > Appeal expenses.
  2. Select the appeal, and then select the expense to be edited.
  3. Click Edit.
  4. Make the changes to the appeal expense.
  5. Click Save.

Do the following to delete an appeal expense:

  1. In the Advanced Accounting Console, go to Fundraising > Appeal expenses.
  2. Select the appeal, and then select the appeal expense to be deleted.
  3. Click Delete. A confirmation message is displayed. Click Yes to confirm.