Go to Settings --> Integration -->Account Association
When you go to Account Association, you will see the below categories created from different modules
1. Customer Sales Account Association
If you are planning to sell any item or service, you can make customer sale category by going to Settings-->Module Settings--> Payments where you can define category for customer sales.
Select right bank and accounts (created in Chart of Accounts).
See the article on How to create chart of accounts
2. Bill Payment Account Association
If you are planning to write check for bill payments, you can create bill payment categories by going to Settings-->Module Settings--> Payments
Select right bank and accounts (created in Chart of Accounts)
See the article on How to create chart of accounts
3. Disbursement Account Association
If you are planning to write check for Zakaah, Fitra or Sadaqa Disbursement for needy people, you can make an expense category by going to Settings-->Module Settings--> Payments
Select category and associate to correct bank and accounts (created in Chart of Accounts)
See the article on How to create chart of accounts
4. Membership Account Association
Here the membership category is shown by default.You just have to associate to correct bank and accounts(created in Chart of Account)
See the article on How to create chart of accounts
5. Donation Account Association
Select category and associate to correct bank and accounts (created in Chart of Accounts)
See the article on How to create chart of accounts
6. Bulletin Board Account Association
If you are planning to charge donors for bulletin board
Select category and associate to correct bank and accounts (created in Chart of Accounts)
See the article on How to create chart of accounts
7. Fundraiser Account Association
Once you create an event in Fundraiser module, you may make a separate donation category just for that event e.g. MSI Annual Fundraiser to keep track of all donation and pledges.
Select category created for that particular Fund Raiser and associate to correct bank and accounts (created in Chart of Accounts)
See the article on How to create chart of accounts
8. Program Registration
Once you create a program in Fundraiser module, you may want to make a separate donation category just for that event e.g. MSI Annual Fundraiser to keep track of all donation and pledges.
Select category created for that particular Fund Raiser and associate to correct bank and accounts (created in Chart of Accounts)
See the article on How to create chart of accounts
9. Add Bank Details in the last section of "Account Association". Please enter your bank info. This bank information will appear in "Write Check"
5. Donation Account Association
Select category and associate to correct bank and accounts (created in Chart of Accounts)
See the article on How to create chart of accounts
6. Bulletin Board Account Association
If you are planning to charge donors for bulletin board
Select category and associate to correct bank and accounts (created in Chart of Accounts)
See the article on How to create chart of accounts
7. Fundraiser Account Association
Once you create an event in Fundraiser module, you may make a separate donation category just for that event e.g. MSI Annual Fundraiser to keep track of all donation and pledges.
Select category created for that particular Fund Raiser and associate to correct bank and accounts (created in Chart of Accounts)
See the article on How to create chart of accounts
8. Program Registration
Once you create a program in Fundraiser module, you may want to make a separate donation category just for that event e.g. MSI Annual Fundraiser to keep track of all donation and pledges.
Select category created for that particular Fund Raiser and associate to correct bank and accounts (created in Chart of Accounts)
See the article on How to create chart of accounts
9. Add Bank Details in the last section of "Account Association". Please enter your bank info. This bank information will appear in "Write Check"
Once you are done with the settings please click Save button available
at the bottom of the same screen.