- In the Account Attribute field, select the attribute established in the Financial Edge to group accounts together. This must be a table type attribute.
- Mark the Show Budgeted Distribution checkbox in order to view budget distribution information on the Accountability Summary. If marked, an entry in the the Budget Scenario field must be selected. Budget Scenarios are established in The Financial Edge and used in the Accountability Summary to show how a gift will be spent based on how a given project is budgeted.
Note: Budget Scenarios can only be completed in The Financial Edge with the optional module Budget Management.
- Mark the Include Loss Accounts and Include Transfer Accounts checkboxes to have The Raiser's Edge look at transaction in Financial Edge transfer and loss accounts when it determines how money donated to a fund is spent.
Connect and collaborate with fellow Blackbaud users.