Finance

When a transaction is recorded, it is most common for the donor of that transaction to be the focus. This means the transaction appears in the donors financial information on their profile screen and is used to identify the growth in donations and r...

The Finance Package is an infoodle add-on that provides all the functions suitable for your organisation to coordinate and perform certain financial activities, such as issuing tax receipts, batch processing and reconciling transactions. Only those ...

Congratulations! You have added the Finance Package! Follow these steps to get started: Set up all your finance defaults in Administration . For infomration on this, see Finance Settings. Account codes and tools in infoodle will ...

infoodle uses a number of terms to facilitate its workings. The intention is to use commonly used terms, but also try and make them generic to different type of organisations. Below is a table of the key terms. infoodle Definitions & Termin...

Once you have completed Adding Account Codes with all the codes and or templates that you require for finance, you are able to commence entering transactions. Select Finance on the Navigation Menu to reveal the choices you have regarding mana...

infoodle does not have a year end process in the same way that an accounting system does. It does have a setting in the Administration / System / Finance area to set when your financial year starts, but this is purely so that you can filter transa...

When infoodle imports transactions from Xero, there is the possibility to tell infoodle which transactions you wish to reconcile without any further input from the user. This process is called Auto reconcile and is controlled by you. The steps ...

Grants and Applications - how to set up Add Each Application or Grant Provision as a new Member in the same household or organisation as the relevant Charity. This allows the Organisation to have its own set of data and forms, and each Grant app...

Topics Covered Connecting and setting up the Xero link Importing files from other sources e.g. bank, CSV file, Paypal Reconciling transactions Managing Giving Numbers Checking the data Setting up receipt templates Testing, print...

Topics Covered (manually select the time on the video timeline) 00:00 Introduction 00:35 Logging in to infoodle 01:56 Customising the Dashboard - adding widgets 02:46 Finding your way around the infoodle desktop 04:25 Roles and Ro...

Click Finance on the Navigation Menu. Click Receipts . (You will need permission in your role to access this). Click Maintain Templates . Choose Receipt template or Statement template . Note For more ...