Bank Accounts

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Donorfy comes with a Bank Account pre-configured, Main Account, but depending on your organisation you may need to create additional Bank Accounts to ensure finances are stewarded to the correct reporting structures.

 

Bank Accounts are to be used in your financial transactions, main transaction default settings and financial settings for donation Forms and Web Widgets. 

 

To add a Bank Account

  • Open Settings > Configuration > Bank Accounts


  • Click on the + icon to the right of the screen
  • Enter the description for the Bank Account being added
  • Ensure it is set to Active
  • Add an Accounts Interface Code (if required) - this will be exported as part of the Accounts Download process

  • Click on Save Changes

 

Reporting on Bank Accounts in Lists

In your List, click on the data field selector icon, and type 'Bank Account' into the search field - the options will then be displayed - select the one that says Bank Account

 

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The Donorfy Academy features a learning course for Financial Settings - enrol here

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