Income/Expenses

Click on the Income/Expenses tab of the Chart of Accounts window.

Income/Expenses pane of the Chart of Accounts window

  1. Click Add and click on the down arrow under Type and select Income or Expense.
  2. Press Tab and type the account number in the Number field.
  3. Press the Tab key and type the account name in the Description field.
  4. NOTE: One you begin to use this account in DonorWorks, you can click on the magnifying glass icon next to the account Description, opening a window that lists all the places this account is being used in CDM+. Double-click on a line to view its activity.

  5. Press Tab again and click on the down arrow to select the Fund Balance Account from the droplist—for example, General Fund. Or you can type a portion of the item you want and press Tab to “auto-complete” the entry. This search is case-insensitive and works on any portion of the entry, not just the beginning letters.
  6. Press Tab again and enter the Category—for example, Regular Income—in the same manner as the Fund (if applicable).
  7. Press Tab again and enter the Sub-Category in the same manner as the Category (if applicable).
  8. Press Tab and CDM+ is ready to accept the next Income/Expense entry. Repeat steps 1-6.
  9. After all Income/Expense accounts are entered, click Save. Or, if you don't want to save your entries, click Close without clicking Save.