You will need the Full Write Accounting permission to perform these actions.
Go to Accounting > Entry in the left-hand menu and select "Add New".
With all entries, select the desired account in the Register dropdown. As we are recording a deposit, this will be an Asset account that represents a bank account, investment account, or cash on hand that this transaction accrued within.
How to categorize a general deposit or income.
Select an income account and fund.
For the first dropdown, you will select an income account. This should be representative of how you received the funds. For most organizations, this will be an account that indicates the funds were received from donations to the organization. Example: 4000 - Contributions Income
After the first dropdown has been filled, a second dropdown will populate. This is for the desired fund account the donation should be attributed to.
Enter the amount of the income.
In the amount field, you will enter the amount of the deposit that aligns with the matching categorization. This must be a positive number to increase the balance of the selected account in the register dropdown.
Submit the entry.
If the amounts entered total to a net positive amount, you will see a ✅ Deposit button. Clicking this will create the entry and will reflect on all relevant accounting reports
Optionally, you can label the income line with accounting tags — an extra reporting dimension such as a department, ministry, or campus. Click Add tags under the line's description, then choose a value from each tag group. The tags appear as colored pills, and you can filter or group financial reports by them. Tags are optional unless a tag group is marked required. For setup and reporting details, see How do I use accounting tags?
📸 SCREENSHOT NEEDED
Page: Add Register Entry pop up (General tab), recording a deposit
Show: the income line with the Add tags control under its description and a colored tag pill applied
Highlight / state: the tag panel open or a pill visible on the line
Alignment: left