How do I apply General Ledger Funds and Cost Centers to contributions?

Overview

General Ledger Funds and Cost Centers are applied to contributions through source codes, which provide a systematic way to categorize your financial data. 

Step 1: Create or edit a source code 

1. Navigate to the source code management area 

2. Select an existing source code to edit or create a new one 

3. Scroll to the Additional Settings section of the source code details 

Step 2: Assign General Ledger Fund and Cost Center 

1. In the Additional Settings section, locate the General Ledger Fund dropdown 

2. Select the appropriate fund from the list 

3. Locate the Cost Center dropdown 

4. Select the appropriate cost center from the list 

Step 3: Save the source code 

1. Review your selections 

2. Click Save to apply these changes to the source code 

3. The source code now has General Ledger Fund and Cost Center associations 

Step 4: Use the source code on contributions 

1. When entering contributions, recurring commitments, or pledges, apply the source code 

2. The associated General Ledger Fund and Cost Center will automatically be applied to the transaction 

Important note: 

You can only change a source code's General Ledger Fund or Cost Center if it has not been used for any contribution, pledge, or recurring commitment that is marked Posted. Once a record has been posted to the General Ledger, you'll need to use Data Adjustment to make changes. 

What else do you need help with?

• Understanding General Ledger Funds and Cost Centers 
• How do I make data adjustments for posted contributions? 
• How do I manage inactive General Ledger Funds and Cost Centers?