As of October 2024, this base has been downloaded over 2,300 times!
Click on any of the links in the table to jump to the appropriate information below on the page.
| Information | Definition |
|---|---|
| Transactions | Individual monetary Transactions such as purchases, payments, deposits, etc. |
| Contacts | Individuals and sometimes associated organizations (aka Accounts). |
| Expense Codes | 5-digit expense codes (ex: 52361 - Business Meals) |
| Fund-Orgs | 7-digit cost-centers that house money for individual projects, funds, or departments. |
| Grants | Grant deliverable each Transaction is associated with. |
Definition: Individual monetary Transactions such as purchases, payments, deposits, etc.
Examples: deposits, withdrawals
Transactions show all information associated with each individual financial transaction, such as Contact (who made the transaction), date of submission, which Fund-Org it belongs to, which Expense-Code it belongs to, amount, whether it was a debit or credit, and stage.
Mini-Financial Report: Gifts, Grants, and Income Received. This view shows a report of the various gifts (donations), grants, and earned-income received over a period of time by individual transaction.
Definition: Individuals and sometimes associated organizations (aka Accounts).
Contacts displays an individual's contact information (email, address, phone, etc.) and associated transactions.