To implement Fundraising, you will make a few modifications and additions to iMIS AR/Cash.
Setting up fundraising in AR/Cash
After you have defined your funds, you will set up fundraising in AR/Cash.
Tip: If you are using multiple entities, see Configuring multi-entity processing in the AR/Cash Administration section.
Implementing Fundraising requires a few modifications and additions to your existing AR/Cash system. These changes are necessary for the successful use of the Fundraising module.
Note: Before you can set up AR/Cash to accommodate Fundraising, you must first define your funds.
Determining transaction entity ownership
Each transaction generated within iMIS is made up of two or more transaction entry lines. Each individual transaction line can be one of the following:
■ a cash line, representing a cash payment or reversal
■ a distribution line, typically representing an entry to income
■ an AR line, normally representing an offset to the accounts receivable account
A due to/due from (see DueTo/DueFrom processing) situation arises when there is a difference between the entity assigned to the cash line (for example, representing the cash account into which the funds are deposited) and the entity assigned to either a distribution/income or AR line within the same transaction.
The accounts to which transaction lines are assigned depends on the module and on configuration options.