[Donor Management System] Assigning GL Accounts to Funds

After learning how CanadaHelps imports your historical GL Accounts and knowing how to add GL Accounts yourself, you can easily assign GL Accounts to Funds.

–> Learn more about Funds vs CH Funds vs GL Accounts vs Campaigns and how to Assign CH Funds to Funds


Assigning GL Accounts to Funds

1. Go to the Administer Tab

2. Under CanadaHelpsContribute, select Funds

3. On the next page, you will see a list of all of your Funds (1) and the GL Accounts associated with them (2)

4. Select Accounts for your desired Fund

5. A new page will pop up showing you a list of all the current GL Accounts associated with this Fund

6. Select Assign Account

7. Then, select the GL Account Relationship and which available GL Account you want to assign to the Fund

8. When ready, select Save to assign this new GL Account to your desired Fund!


Re-assigning & Removing GL Accounts

You can easily re-assign and remove already Assigned GL Accounts to Funds.

1. Go to the Administer Tab

2. Under CanadaHelpsContribute, select Funds

3. On the next page, you will see a list of all of your Funds (1) and the GL Accounts associated with them (2)

4. Select Accounts for your desired Fund

5. A new page will pop up showing you a list of all the current GL Accounts associated with this Fund

6. Select Delete next to your desired GL Account to remove it from your desired Fund. Accounts Receivable types cannot be deleted.

7. To re-assign this GL Account, follow the same steps of assigning a new one to Funds.


Modifying Assigned GL Accounts

You can easily modify the Relationship of already Assigned GL Accounts to Funds.

1. Go to the Administer Tab

2. Under CanadaHelpsContribute, select Funds

3. On the next page, you will see a list of all of your Funds (1) and the GL Accounts associated with them (2)

4. Select Accounts for your desired Fund

5. A new page will pop up showing you a list of all the current GL Accounts associated with this Fund

6. Select Edit next to your desired GL Account to modify its Relationship with the Fund

7. Select the new GL Account Relationship. You can also modify which GL Account is associate with this Fund

8. When ready, select Save to modify the Assigned GL Account to your desired Fund!

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