Add Purpose and Designation

You can create purposes and designations from multiple locations in the system. With this release, we added the Add purpose and designation wizard to help streamline this multi-step process. By following the steps in the wizard, you can create a purpose, designation, and map the purpose or designation to a general ledger account.

In the wizard you will specify if the purpose is only for reporting, or if you need a purpose and a designation to accept revenue. You can also choose where to put the designation or purpose in the hierarchy.

When you create purposes and designations using the Add purpose and designation wizard, the system assumes you want to create a designation to accept revenue that will go under a current fundraising hierarchy. The wizard defaults to “Yes, this purpose will need a designation to accept revenue” and “This purpose belongs under a current hierarchy.” You can change these options if that is not what you want to do.

To access the Add purpose and designation wizard, select Add purpose and designation under Fundraising, on the Fundraising page.