Rock U - Finances - Accounts v13

Transcribed Video Content

In this video, we're going to take a look at financial accounts. Financial accounts are important to any organization, so we're gonna take a look at how they're configured and how you can keep them organized. We'll start by going to the accounts area, which we can get to under finance and accounts. And here along the left, we have our list of accounts. And there's a couple things that you can do here. So for instance, if you click this icon with the three dots, you can choose to show all accounts or only the active accounts. And you can also order the top level accounts. In other words, you can take these accounts that we see here, and you can rearrange their order if you . And and that saves automatically, so if we go back to the accounts page, we can see that the the way we've reordered them is is shown here. The other thing you can do, of course, is add additional accounts. You can choose to add a top level account, or you can add child accounts to the selected account. So your your accounts can all have child accounts, and they can have child accounts themselves if you need that. Let's go ahead and take a look at a specific account. We'll look at the general fund. And if we go to edit that, we'll see its name. It's the general fund. You can indicate whether or not it's active. You can also indicate whether or not it's public. This means that it's gonna be viewable on your public website if this is enabled. You then have your description, and then the public description. So, for instance, you could use Lava to pull this onto your public website by, for example, adding it to the account header template on the transaction entry block, something that. Then you have the parent account. So you can change this to shift around accounts if needed. Then you have the account type, which this is a defined type. We don't ship with values for this, but you can add your own values in order to help, categorize accounts. Then you have the public name. And by default, this is the account name, that appears on the Give Now page on your external website. In this area, we can't see it here, but if you had multiple campuses, you'd also be able to see a campus selection here so you can associate the account with a particular campus. Then you have the URL. So you can associate a URL with the account. This would mostly be for custom purposes, just for reference. Then you have the GL code, which would be the general ledger code for this account. And next, we have a start and end date. And you can use these to indicate when the account is active. So for instance, if the end date has passed, then this account can't be selected on the give now page on your external website. Down below that, you can indicate whether or not the account is tax deductible. So, again, this just indicates if giving to this account should be considered tax deductible. And then down below, we have account participants. This is sort of following, but for accounts. So for instance, you can use this when you're setting up giving alerts to notify participants of an account when a giving alert has been generated, under that account. And that's really all there is to setting up an account. But for more details, be sure and check out our Rock solid finances guide posted to the community website. And thanks for watching.