Accounts & Transactions

Benefits

The Accounts and Transactions modules in Community Enterprise provide accounting features that can be used in a wide variety of contexts.  Although not meant to replace legacy accounting systems, these modules can allow clients to do fund management online, create easier integration with Quickbooks or other legacy accounting systems, and do double-entry bookkeeping tasks online without needing full access to legacy systems.

Features

• Create and edit accounts
• Create and edit transactions and split transactions
• Calculate account balances
• Create custom fields for accounts and transactions to track a wide variety of accounting data
• Create custom transaction types and account types and categories to manage a wide variety of accounting data