How can I add new Gift Payment categories?

As of July 12, 2021, this "Learn Veracross" site has been deprecated.  It will remain live at least through December 23, 2021, but will no longer be updated. Q&A articles are only visible to authenticated users in the Veracross Community; please speak with your implementation or account manager for additional information.

Depending on your school's workflows, you may wish to add new payment categories. To add new payment categories, perform the following steps:

  1. Beginning from the Development Configuration homepage, click on the Gift Payment Categories query.
  2.  In the query results, select Add Record from the Organize menu (+ sign) to open up a blank Payment Category record.
  3. Enter a Description and then click Add Gift Payment Category to save your changes and create the record.
  4.  Once you have multiple records created, you can use the Sort Key value to set the display order in the dropdown menu.