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Help! How do I set the C&P Class and General Ledger

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  • DPetr
    started a topic Help! How do I set the C&P Class and General Ledger

    Help! How do I set the C&P Class and General Ledger

    fields based on the SKU entered via the Virtual Terminal?? Thanks!

  • CnP.Support
    replied
    Good day!

    The GL is covered in the video: http://forums.clickandpledge.com/con...e-New-Features

    For the GL you need to go to the minute 32.

    It provides a full overview of the GL.

    Let us know if you need any further info.

    Leave a comment:


  • DPetr
    replied
    OK I need some sort of documentation to enable me to use the General Ledger functionality. I entered the account name/numbers,classes,subclasses etc. Now I need the "when an opportunity is created xxx must exist/permissions must be set so that the proper codes are made available in the opportunity detail." I would like to be able to run a report on the opportunities to see how they fall into class or account. For example we want to know we had $dollars or awareness materials sold in our shop. We want to know that $Y in donations came from personal donations v. corporate grants. I want to be able to dump a CSV that I can manipulate and import into Quickbooks.

    Leave a comment:


  • CnP.Support
    replied
    good day!

    Sorry but I can't quite understand the question.

    Are you asking how to set up the SKUs or how the General Ledger feature works?

    Leave a comment:

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