One feature offered in Shepherd's Staff is the ability to convert offering batches from the Contributions module into deposit transactions in the Finance module.
For these deposits to happen, you'll first create asset accounts in the Finance module for each Contribution fund and mark them as bank accounts.
To connect a fund in Contributions to an account in Finance,
- Open the Contributions Module.
- Under the default Giving tab, go to Funds.
- On the Funds view, you will need to either add a new fund by clicking the "Add" button at the bottom of the window or edit an existing fund by clicking the fund in the view and clicking the "Edit" button at the bottom fo the window.
- In the pop-up window for the fund, there will be two drop-down menus. Use the Bank Account drop-down menu to select where the deposit will be added to. Multiple funds can be connected to the same bank account.
- If applicable, use the Offset Account drop-down menu to select a tracking account for the deposit. Multiple funds can be connected to the same offset account. Only offset accounts sharing the same chart of accounts with the chosen bank account will be available.
- If the fund is going to be used for online giving, and therefore, have fees associated with gifts towards it when givers give to this fund online, select an account to connect this fund to in the "Transaction fee account" box. You can select any expense account, or select the "(debit the Offset account)" to apply a debit to the income or dedicated account you selected in the "Offset Account" field.
- Click the "Save" button to save your changes to the fund.