Enter Activity Account balances
Click the Contacts icon in the toolbar.
Click on the name of the Activity Account for a contact.
Next, click the Edit button within the Activity Account.
Scroll to the bottom of the screen and enter the starting balance into either the Paid in Advance/Credit box or the Owed By Contact box.
Then click Save.
Carry forward Activity Account balances at the start of a new financial year
Click on the Contacts icon in the toolbar.
Then click Copy contacts from another financial year…
Member Activity & Fundraising Activity balances can be carried forward at this time if desired.
- Check the box to Carry forward activity account balances.
- Uncheck the box if you’d like to start everyone with a $0 balance.
Then click Copy Contacts.
The Carry forward Activity Account Balances… tool can be used if Activity Account balances were not pulled into the new financial year at the same time as Contacts.
One example might be, if you forgot to pull the Activity Account balances into the new financial year when you pulled your Contacts over.
Another example might be, if you want to pull your Contacts into the new financial year before the last year is finished. This tool allows you to bring over Activity Account balances after the prior year closes.
In Contacts, click Tools to bring up the drop-down menu:
Click Carry Forward Activity Account Balances…
Note: Only Member Activity and Fundraising Activity account balances can be pulled into the new financial year.