Admin
How to guides on admin actions such as setting up source and destination codes and financial periods.
By Cristiana1 author6 articles
- Request a BackupRequesting an export of a full data backup of our Access Charity CRM database in a .bak. File type.
- Add Source and Destination CodesThis article explains how to add Source and Destination Codes, change the default source code and record income from segments of a mailing.
- Quick Search returns no resultsFollow these steps if you are searching for a person you know is on the database and can't find them.
- Change the financial yearSet your organisation’s financial year end date and make a back claim for Gift Aid.
- Link financial codes togetherLink financial codes in your system to track related transactions, connect destination codes with account ledgers, and associate source codes with donations made in honour of someone.
- Set up financial periodsThis article explains how to set up financial periods.