A fundraising product category is necessary for grouping all products related to fundraising. One extra requirement in a fundraising product category is adding an Unearned Revenue general ledger (GL) account on the GL Accounts tab of the Product Categories record.
Follow these steps to create a fundraising product category:
Add the necessary GL accounts and be sure to include at least one Unearned Revenue account. An unearned revenue account is necessary for pledges paid over a period of time.
For more information on adding GL accounts to the fundraising product category, see Adding GL Accounts to the Product Category. |