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Activity
Maintenance
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Activities
are a composite of
Activity Name, Accounting Category and Financial Year. New activities
are created every Financial Year and old ones can be closed so they are
not used by mistake.
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Activity
Name
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Choose
an Activity Name form the list provided. If the activity is new, choose
Add and add a new name and it will be presented in the list on return.
Be careful not to create duplicate Activity Names.
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Activity
Description
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This
field is not used and is retained for backwards compatibility.
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Accounting
Category
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Select
an Accounting Category. This is used for reporting only. If "No
Category" is selected, the activity will not be used in the accounts
but may be reported on separately.
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Financial
Year
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Select
a Financial Year. This will determine which year the activity appears
in on reports for mangement account purposes.
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Date
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The
date will default to the date of the financial year. If this is an
activity which takes place at a particular time of year, enter a
suitable date. This date determines the order in which activities
appear in posting lists. If you want activities to appear always in
alphabetic order, leave the date as the default.
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Gift Aid
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If your system is set up
to record Gift Aid status, there is a checkbox
which allows you to record this activity as being eligible for UK Gift
Aid (normally only gifts).
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| Closed |
If
the activity is no longer used, or should not be posted to at present,
check Closed. Activities may be opened and closed at any time.
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Extra
Label Defaults
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If Activity/Member
recording is switched on, the default values for each Label Field may
be entered.
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Extra
Field Names
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If Activity/Member
recording is switched on, the names of the extra fields may be entered
here so that they appear on screens, lists and reports.
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| Finish |
Press
OK to store or Cancel to abandon changes.
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