Activating Panorama Donor Management Accounts & Funds (VIDEO)

To begin click on Settings located in the bottom left corner of your Panorama Donor Management toolbar: 

Within Settings, Select the Financial and Accounting field:

Once in Financial and Accounting, you will click to Activate Accounting

Here you will go through the steps of editing, adding, or deleting Accounts. Followed by clicking 'Next' to continue:

After clicking 'Next' you will be asked to assign your Funds to Accounts. 

Click "Assign Accounts", and follow prompts of selecting your Debit & Credit Accounts. Followed by clicking "Save" and "Next".

Complete the activation process by selecting a 'Start Date' for your transactions, followed by clicking "Activate Accounting"

Activating Accounting and Funds from FrontStream on Vimeo.