Tracking Contact balance(s)

Watch Video Click the Contacts icon in the sidebar. Select Obligation Templates. Click on Add Obligation Template. Select the activity...

Watch Video After you have set up an Obligation Template, it can be applied to an individual contact or multiple...

Watch Video Click the Contacts icon in the sidebar. Select Contact Reports (from the tabs). Then choose Activity Account Balance...

Watch Video If you owe someone a reimbursement and they want to use the money they are owed towards an...

Sometimes groups ask individuals to fundraise and want to apply that fundraising money toward a member activity account obligation. This guide walks you thru the process of moving money between activity accounts to pay for an obligation.

You can track how much you've paid people and/or how much they've paid you using Activity Accounts. Find out how to set up Activity Accounts.

How to rename Activity Accounts to better reflect your activity.

When funds are paid to Contacts or received from them, this is applied to the Contact and the Activity Account when the bank transaction is entered.

How to add Activity Account balances to contacts and how to carry forward Activity Account balances at the start of a new financial year.