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Income Accounts

Last Updated: Jun 28, 2018 09:24AM CDT

In Congregation Connect, Income Accounts are created and assigned to each Designation.  On the Designation you can specify the Income GL, A/R GL and Cash Accounts that will be affected when Transactions are created.  They should be the accounts related to Revenue of the Chart of Account.  Income Accounts are setup to specify which General Ledger accounts the Transactions will be posted to when the financial records are exported to your General Ledger via the Transaction Exporter. The system will use these settings to create the appropriate debits and credits to the Income accounts, which are displayed on the Transactions that are being exported.  


Accessing Income Accounts
Find the + symbol in the tab navigation, This leads you to a list of all available tabs where you can select Income Accounts


On the ‚ÄčIncome Account home screen, you can create a new Income Account (1), access you recently viewed Income Accounts (2), select or create a list view to customize which Income Accounts and fields are displayed (3).



The default list view "All" displays all Income Accounts-  without any filter specified. The list includes the Income Account Name, Account Type and Active status fields.  You can edit or delete records based on your permissions.  If you want to see the details of a specific Income Account record, click on the Income Account Name.

Clicking on a specific Income Account will display further information about it. You can see its Account Type, status and when it was last modified. In addition, a list of related Designations appears below the record details. In this example, the Designations all have the M-12345 Account entered as the Income Account.

Note: Your view may be different than the screenshots below based on the permissions of your system. If you do not see a field or related list and expected to, please contact your Salesforce system administrator.



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