The Expense Tracking Options frame is used to include Financial Edge transaction codes on new appeal and/or event records for tracking purposes. Only the transaction codes established in The Financial Edge appear in the Transaction Code drop-down list. We recommend creating a specific Raiser's Edge transaction code (e.g. 'Development') in The Financial Edge to track your Raiser's Edge appeal and event records.
To define the transaction codes:
- In Configuration, click General Ledger
- In the Expense Tracking and Appeal Posting frame, select the appropriate Transaction Code from the drop-down list
- To post gifts for a given appeal with the selected transaction code mark the Apply Transaction Code associated with gift appeal when posting checkbox
- Marking the Appeals and Events checkboxes activates a Financial Edge Transaction Code field and View GL Expenses button on the appeal record Attributes/Expenses tab and event record Expenses tab. When you save a new appeal or event, a table entry is created in The Financial Edge for the selected transaction code. The table entry equals the name of the appeal or event. The table entry also appears on the appeal or event record in the Financial Edge Transaction Code field.
In The Financial Edge, you can associate General Ledger expenses with individual transaction code table entries. You can view any Financial Edge expenses associated with a transaction code table entry for an event or appeal by clicking the View GL Expenses button on the appeal or event record. For more information, refer to the The Raiser's Edge and The Financial Edge: An Integrated Solution for Nonprofits Guide (PDF)