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Applications > Remittance > Modify > Activity Information

 

 

 

 

Activity Information


The Activity Information page allows you to filter and modify Activities that you wish to enter pledges and remittances.

This Section Includes:

Filters

Activity Information Grid

Add New Activity

 

Filters

 

Filters allow you to reduce the number of entries that appear on the grid. Select from the following fields to filter your grid.

Name: Type the first part of an activity name or enter a partial name with asterisks. (For example, you could search for Goodlett Farms Christian Church by entering "Goodlett", "Goodlett Farms", "*Farms*", "*Christian Church".)

Total Level: Select a Total Level from the drop-down list.

Bank Account: Select a Bank Account from the drop-down list.

Click the  button to display the results.

Click the Clear Filters link to reset all the filters.

 

Activity Information Grid

 

Activities are listed in a grid below the Add New Activity link. The Sequence, Name, Total Level, Active Status, and Note fields are displayed on the grid.

Click the Add New Activity link to add a new Activity.

Click the Edit  icon to make changes to an Organization.

Click the Delete  icon to remove the Organization from the system.

 

Add New Activity

 

This Section Includes:

Activity Information Update

GL Distribution Tab

Note Tab

Save/Cancel

Click Add New Activity.

 

Activity Information Update

Sequence: It is recommended that you group activities for each Total Level in separate number ranges. Below are suggested number ranges for each Total Level although you may number them any way that you wish.

(e.g., 001000 - 001999 for Total Level 1, 002000 - 002999 for Total Level 2, and so forth)

Name: Type the description of the activity.

Active?: Click the check box to mark the activity as Active.

Total Level: Select the Total Level for the activity.  The Total Levels are used to group and subtotal various types of activities when printing Statements (e.g., Conference Apportionments, World Service & Conference, Missions, and so forth).


NOTE: Activities having Total Level 1 will automatically print in columns across the page when the Status Report for Apportionments is run. Make sure that you only put Total Level 1 on the activities to be included on the Apportionments report.


Bank Account: Choose the back account from the drop-down list.

Online Name: Type an abbreviated name for the bank account to show on line.

Starting Date:

Ending Date:

Can Pledge be Made?: Click the box if pledges are allowed for the activity.

 

GL Distribution Tab

Assign General Ledger accounts to the activity.  Each activity can be allocated to one or more General Ledger accounts.

Click the Add New  icon to add another line of detail or click the Add New Lines  icon-link to add multiple lines of detail. Continue adding lines of detail as needed.

Account: Type or search for the Fund, Department, Account #, etc.

Project: The activity can be tied to a project if desired.  Type or search for the Project associated with the activity.  See Modify > Project Information in General Ledger for more information about adding a project.

Percent: Type the Percent to apply (e.g., 25.0000 for 25 percent).  Make sure the total percent for the items equals 100.0000%.

 

Notes Tab

Enter a note in the field provided if you wish.

 

Save/Cancel

When finished click the Update button to save any information that has been added or changed, the Reset resets the page back to how it was before any changes were made to it, or the Cancel link to to leave the page without saving any changes and return to the previous page you were on.