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Navigating to Accounting Setup

To go to the Accounting Setup page:

1. Click the Accounting hyperlink on the Module Menu to launch the Accounting module.
2. Click the Setup hyperlink located on the Accounting Overview page.

From the Accounting Information page, you can set up the Account Information, Payment Processing Setup, Payment Methods, Invoice Messages, Bank and Asset Cash, Charge Codes, Credit Refund and Bundle Charge Codes, Order Source Code, Merchandise Product Category, Miscellaneous Item Category, and Custom Donation Receipt.

On the child form for each drop-down menu, the following options may be present:

• Click the ADD   icon on the right side of the page to add an item to the drop-down list.

• Click the Edit icon on the child form to edit a drop-down list name.

• Click the Delete  icon on the child form to delete an item from the list.