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

[Monique]

@CnP.Support thanks so much!

[CnP.Support.AM]

Good day @Monique

Please review the following KB article which covers the topic: https://support.clickandpledge.com/s...General-Ledger

Please review it and let us know if we can of any further assistance.

[Monique]

CnP.Support Is there a new video that shows how to use/set up the General Ledger feature? The video link above doesn't seem to be available.

[CnP.Support]

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.

[DPetr]

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.

[CnP.Support]

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?

[DPetr]

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