A department if the area within your organisation that the transaction ‘belongs’ to. The department field resides within the Allocation area of a Transaction. 


Departments 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 > Departments

  • Click on the + icon to the right of the screen
  • Enter the description for the Department being added
  • Ensure it is set to Active

  • Click on Save Changes


Reporting on Departments in Lists

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


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


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