Your association can track expenses related to a fundraising campaign, fund, or appeal so you can analyze its effectiveness. The ability to track expenses by comparing the campaign/fund/appeal expenses with income is provided; the expense record is informational only, and there is no link to the organization's accounts payable system. In addition, the Expense Class allows you to summarize expenses by category.
This is for reporting purposes ONLY; there is no integration with accounts payable systems.
To maintain your fundraising expenses:
- Select Fundraising > Fundraising Expense from the toolbar. The Fundraising Expenses screen will open in a new tab.
- Use the Search button to search for and Select existing expenses to modify. Alternatively, you can use the Create New button to add a fundraising expense to Personify360.
- From the Campaign -- Fund -- Appeal Expenses section of the screen, update the following fields.
- Use the date-picker to select the Expense Date; this is the date the expense took place.
- From the drop-down menu, select the Expense Class. Use this to classify the expense, for example, direct mailing and printer costs. The values in this drop-down can be modified as needed.
The AOA IT Program Management team can modify the available values in the drop-down menu. Please reach out to support using the AOA Service Catalog or email us at support@aoa.org to submit a support request.
- Enter a brief Description of the expenses.
- Click the appropriate link to associate your expense with a relevant Campaign, Appeal, or Fund.
- For reporting purposes, enter the Reference Number to the expense. For example, this can be an invoice number, order number, or statement of work number.
- Enter the Expense Amount.
- Click the save button to save your changes.
