Development

Here is the new version of this article in the Veracross Community. 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 a...

Here is the new version of this article in the Veracross Community. 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 R...

Here is the new version of this article in the Veracross Community. 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 Busines...

  Here is the new version of this article in the Veracross Community. 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-...

Here is the new version of this article in the Veracross Community. 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. Config...

In Veracross Accounting, Donations there is no procedure to refund a Donation.  In order to accomplish a refund in the GL successfully, you will need to do the following: Cancel the Donation, on the Donation Cancellation, the  'S...

For a Parent to make a Donation in the Parent Portal it must be an additional button/link on the Portal (homepage, etc), a button cannot be added to the invoice page itself.  However, it's possible by adding a link within the text on th...

Overview  There are instances where a Donation Record is received, but the cash isn't received until a new period begins. The process for posting the Donation Record is the same as the normal workflow. Posting the Donation Record in Veracr...