Development

Welcome to the documentation for Development with the Accounting Modules Here, you can find documentation on Donations, Pledges, and General Ledger integration with the Development Module. 

Articles

Donation Fund Transfer
Overview In the event that a Development Office receives a notification from the Donor that they wants to transfer their gift (or part of their gift) to a different fund these are the steps to take.  This is specific to the school using the Ac...
How to Post a Donation
Overview Posting the Donation Record in Veracross Accounting will create a Journal Entry, posting this Donation to the General Ledger.  Step-by-Step Navigate to the Donation Record in Veracross Accounting Make sure the Donation is marked ...
How to Cancel a Donation
Overview In the event that a Development Office receives a notification from the Donor that they want to cancel their Donation or that Donation is no longer accurate the Business Office can cancel that Donation.  This workflow will both affect...
Pledge Adjustments
Overview In the event that a Development Office needs to adjust pledge records, there are couple options depending on the situation.   How to Cancel a Pledge Step-by-Step Navigate to the Pledge Record in Veracross Accounting Click on ...
Development Configuration
Overview The set-up of Development default General Ledger Accounts are located in two queries in Veracross Accounting, the GL Funds list and the Development Funds query.  Configuration of GL Funds Configuration of Development Fund...