Revenue Actions

Revenue transactions that have been posted cannot be edited. In order to edit a revenue entry, the entry must be unposted first. 

1. Navigate to Accounting.
2. Click Revenue on the navigation bar, and then click Revenue.
3. Click the pencil icon next to the revenue entry you want to edit.
   
   
4. Update the applicate Edit Revenue information, and then click Save.

Post Revenue

Once revenue has been posted, it cannot be edited or deleted. 

1. Navigate to Accounting.
2. Click Revenue on the navigation bar, and then click Revenue.
3. Click Post next to the desired revenue entry.
   • When a revenue entry is posted, a journal entry is created.
     

• • If you want to post multiple revenue entries, check the box next to each revenue entry, and then click Post Entries. (The number of revenue entries selected will be shown within the Post Entries button.)
    • Up to 250 revenue entries can be posted at once.
    • When a revenue entry that has already been posted is selected, the Post Entries button will be grayed out.
      
      
      

Posted revenue entries will have the Unpost button displayed in the Actions column.

Unpost Revenue

Once revenue is unposted, it can be edited or deleted.

1. Navigate to Accounting.
2. Click Revenue on the navigation bar, and then click Revenue.
3. Click Unpost next to the desired revenue entry.
   • When a revenue entry is unposted, the journal entry will be deleted.

Unposted revenue entries will have the Post button displayed within the Actions column.

1. Navigate to Accounting.
2. Click Revenue on the navigation bar, and then click Revenue.
3. Click the copy icon for the revenue you want to copy.
   • Revenue categorized as remittance cannot be copied.
     
     
4. Enter the applicable information, and then click Add Revenue.
   • The new revenue will be unposted and undeposited, even if the original revenue was posted.
   • All fields in the revenue entry copy can be edited.
     
     

1. Navigate to Accounting.
2. Click Revenue on the navigation bar, and then click Revenue.
3. Click the trash can icon for the revenue entry you want to delete.
   • Posted revenue cannot be deleted.
     
     
     
4. Click Delete on the warning message that appears.
   • Click Cancel if you do not want to delete the revenue transaction.
     

1. Navigate to Accounting.
2. Click Revenue on the navigation bar, and then click Revenue.
3. Click the eye icon next to the desire revenue entry.
   
   • Unposted revenue cannot be viewed.
     
     
   • All information about the revenue entry will be displayed.

1. Navigate to Accounting.
2. Click Revenue on the navigation bar, and then click Revenue.
3. Click the journal icon next to the desired revenue entry.
   • Unposted revenue entries will not have an associated journal entry to view.
     
     
   • All information about the journal entry will be displayed with the associated Revenue ID listed in the Description field.

1. Navigate to Accounting.
2. Click Revenue on the navigation bar, and then click Revenue.
3. Click the letter icon next to the desired revenue entry to be redirected to the Templates page in CRM.
   • This icon is only available on revenue categorized as donation or in-kind donation.
     
     
4. Click the envelope icon next to the desired template.
   • If do not wish to use an existing template, click Create Template at the top of the Templates page to create a new one.
     • Create and Edit an Email Template provides detailed information on creating a template.
       
       
5. Enter the applicable Send Email information, and then click Send.