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User Manual · Chapter 12 — Donations

Donation Designation

Figure 12.3 — The Donation Designation form. Drawing to be produced after the UI/UX pass: annotated capture of the designation form naming its code, and the income account picker it posts to.

  • Code — your own short code for the purpose, typed by you (designations are few and named by the organisation, so no sequence invents one).
  • Name — the purpose as donors know it; it appears on reports and the by-designation views.
  • Income Account — the income account postings to this designation credit; choose from the Donation Income group to keep gift income standing apart.
  • Active — inactive designations leave the pickers for new gifts; their history stands.

Snapshot: portal-v0-2026-11-10