[Donor Management System] Campaigns vs Funds vs GL Accounts

What are Campaigns?

Campaigns in the DMS are your appeals. They are the way you fundraise.

Your CanadaHelps.org Campaigns will be automatically mapped as DMS Campaigns.


What are Funds?

Funds in the DMS are where the money from your Campaigns is stored.


What are CH Funds?

CH Funds in the DMS are essentially Funds from your CanadaHelps.org Charity Profile and Custom Donation Forms. You will be able to map CH Funds to one or more Funds in the DMS.


What are GL Accounts?

GL Accounts in the DMS are records used to arrange how the money stored in Funds are being transmitted to your General Ledger and Balance Sheet.

With the correctly mapped GL Accounts, you will then be able to properly manage them with your external accounting software and/or offline accounting practices.


Example

Was this article helpful?

Related Articles