Familiarize yourself with your organization’s Chart of Accounts structure by completing these 3 steps:
- Identify Your Account Structure: Navigate to Lists > Chart of Accounts > Accounts and look at your master list. Write down the exact segment format your organization uses (e.g., is it a 2-digit Fund, 3-digit Cost Center, and 4-digit Object Code?).
- Locate Key Object Codes: Using the Filters + tool on the Accounts list, search for “Undeposited Funds” and “Pledge Receivable.” Write down the exact account numbers used for these critical fundraising control accounts.
- Practice the Linker Navigation: Click the Link/Unlink text link at the top of the Accounts screen. Select “Revenue/Expense” as the Account Type, select one Fund and one Cost Center, and observe how the system generates a list of potential Object Codes to link. (Do not click Link Selected Accounts; simply click Cancel to exit).