GeneralLedgerCS > General Ledger > Transaction Tasks menu > GL Import Donations From NeonCRM window (Fund product)
 
GL Import Donations From NeonCRM window (Fund product)
Use this window to import donations from NeonCRM. Donations from NeonCRM become journal entries in Denali.
Cash Account 
This field is required. The account you enter here will be combined with the NeonCRM fund to create the cash account that is debited. If you entered an account in the NeonCRM Default Cash Account field in Module Preferences it will appear here, but you can change it.
Revenue Account 
This field is required. The account you enter here will be combined with the NeonCRM fund to create the revenue account that is credited. If you entered an account in the NeonCRM Default Revenue Account field in Module Preferences it will appear here, but you can change it.
Default Fund 
If the fund from NeonCRM is blank or unrecognized, the default you enter here will be used as the fund. This field is only required if the fund in NeonCRM is blank or unrecognized and you want to convert it to this fund. If you entered an account in the NeonCRM Default Fund field in Module Preferences it will appear here, but you can change it.
Convert to the default fund 
Select this check box if you want unrecognized NeonCRM funds to be converted to the default fund in the above field. If you don’t select this check box, unrecognized funds will result in import errors.
Include donations with no NeonCRM fund 
Select this check box if you want donations with blank NeonCRM funds to use the default fund above. If you don’t select this check box, those donations will not be imported.
Start and End: NeonCRM Fund, Donation Date, Campaign 
Use the Start and End fields to filter the range of donations you want to import. You can include a single item by entering the same value in both fields or leave the defaults of Start and End to include all items.
 
 
Published date: 03/18/2020