How do I create general sources for offline gift entry? | Vision2 Help Center

Used for revenue reporting by other sources (not web or church service related), also used with batch templates


To track revenue from offline sources that are not tied to a church service (mailed-in, dropped-off, etc.), you will need to create general sources following the steps below.

  • Click the Marketing tab

  • In the Offline Sources menu section, click on the General Sources link

 

  • Click the Add a new General Source+ button

  • In the Name text box, enter a name for this general source that indicates how the donations were received

  • In the Description text box, enter a description for this general source

  • In the Channel drop-down box, select the channel for these donations (Mail, Face-to-face, etc.)

  • In the Source Code text box, enter a unique, short-code identifier for this source

  • In the Account Segment text box, enter your GL account segment for this general source

  • If you have additional general sources to create, click the + Save & Add Another button

  • Click the Save & I’m Done button when finished