Once you've created financial codes you can link the codes together. It is also possible to link destination codes with the accounts system and link source codes with a donation left in honour or in memory of someone.
Link codes together
Search for the financial code you need on either the sources or destinations form.
This will be the parent or top-level code.
On the Related Codes tab, click the plus button.
Click the magnifying glass button to search for the code you want to link.
Select the code you need.
This will be the child code.
Click Save to confirm, or Save and New to link another code.
Link a destination code to an account
Search for the destination code.
Click Edit, then select the Control tab.
Enter the account or ledger code.
You can use the same account or ledger code for more than one destination code.
Enter a code in the Tax Destination Code field if the Gift Aid Claim needs to be allocated to a different pot.
Click Save.
Link a source code with a donation left in honour of somebody
Click Edit, then select the In Memoriam tab.
In the Serial No field, click the magnifying glass button and select the person being honoured or remembered for the donation.
Complete the remaining fields as needed, then click Save.
In the Relationships section, click the plus button to add the person who made the donation.
Enter the relationship details, then click Save.