Before you can begin entering contributions in Roll Call, the giving funds must be defined. The giving funds are the designations that people can contribute to. A new Roll Call database will contain one giving fund, “General”.
To add giving funds, do the following:
- Expand the Contributions menu on the left side bar.
- Click on Giving Funds
- Click on the plus sign in the lower left of the Giving Fund summary window.
- Enter the Fund name. This is the name that will be in the drop down box to select designations from the Enter Contributions screen.
- Enter the associated Account Number. This number is not mandatory.
- If this giving fund is no longer valid or used, check the “Inactive” box.
- If this fund is not tax deductible, mark the box for “Not on Receipt”. If this box is checked any monies given to this fund will not be printed on the year-end tax statement.
- Mark the Connect box, if you will be allowing online giving through Roll Call Connect and would like this fund to be included in the list of available funds.
- Mark Include in Budget, if you’d like any monies given to this fund to be reported as “budgeted” giving in Roll Call Connect reports.
- Select the Fund Color. This color will represent the fund in pie charts showing total giving. Click on the “…” and click on color you’d like to use.
- The GL Fund is used to map the giving funds to your accounting system. For example if you have a giving fund of “Tithes & Offerings” and you want that to map to the General Income Fund in your accounting system, you would enter General Income as the GL Fund. If you are importing into Quickbooks and your fund is a sub-account, enter the Account, then a colon, then the sub account name, for example, Operating Income:General.
- The GL Account Number is the account number to map to MYOB accounting.
- GL Key is the number to map to Roll Call’s accounting system.