All posts by Meredox Admin

An asset is an item owned by the institution. For example, land, buildings, equipment. At the top of your dashboard, click the module access icon > Administration > Finance > Asset Liability Management > Asset to open the Assets page. Click Create. In the Title field, enter the name of the asset. In the Description field, enter a short description about the asset. In the Amount field, enter the value of the […]

At the top of your dashboard, click the module access icon > Administration > Finance > Finance Reports > Compare Transactions. Select the start date and end date of the two financial periods you want to compare. Click the View Report button.   Click on a finance category to drill down and view individual transaction details. Below given report shows graphical representation comparing both the […]

At the top of your dashboard, click the module access icon > Administration > Finance > Finance Reports > Transaction Report. Select the start date and end date of the reporting period. Click the Display Report button. If you’ve added custom expense and income categories, the report would look something like this. Click on a finance category to drill down and view individual transaction details. […]

At the top of your dashboard, click the module access icon > Administration > Finance > Donations to open the Donations page. Select a date range for which you want to view the transactions. Click the CSV report button to generate a CSV report with the list of transactions. For more information, watch this-

Donation transactions can be deleted at any time. Donation transactions cannot be edited. At the top of your dashboard, click the module access icon > Administration > Finance > Donations to open the Donations page. Use the From and To date fields to search for the transaction. Click Delete to delete a transaction. For more information, watch this-

Money received by the institution in the form of a donation or a grant can be recorded as a donation transaction. At the top of your dashboard, click the module access icon > Administration > Finance > Donations to open the Donations page. In the top right, click the New button. In the Donor name field, enter the name of the donor. In the Description field, enter a short […]

If you do not want a custom additional detail field to be displayed when adding a new donor, you can inactivate it or delete it. However, you cannot delete an additional detail field that has already been used to record donor information. At the top of your dashboard, click the module access icon > Administration > Finance > Donations to open […]

At the top of your dashboard, click the module access icon > Administration > Finance > Donations to open the Donations page. In the top right, click the Additional Fields button. In the Name field, enter the name of the custom field. Select the status of the field: Active – A custom field with this status will be available when entering donor information. Inactive – A custom field with this status […]

An Income in transactions can be deleted at any time. At the top of your dashboard, click the module access icon > Administration > Finance > Transactions > Add income to open the Create new income page. In the top right, click the Incomes button. Select the start date and end date. Click the OK button. All income transactions are listed. Click Delete to delete a transaction. In the top right, click […]

Income transactions can be created when money is received by the institution. At the top of your dashboard, click the module access icon > Administration > Finance > Transactions > Add income to open the Create new income page. In the Title field, enter the name of the income transaction. In the Description field, enter the short description about the income transaction. In the Amount field, enter the income amount. In […]