Accounts
ASM contains a full double entry accounting package. The options here
are:
- Current accounting period starts: If you wish to use accounting
periods, put the start date in here. By enabling the show account
totals for current period option, the totals shown on the account
screen will only include transactions from this date or later.
- Donation destination account: When ASM creates a matching
donation transaction, it will use the donation type to find the income
account to use. The destination account here denotes where the money
will be moved to. If you do not set one, ASM will use the first bank
account on file.
- Donation/Account mappings: In addition to the default donation
destination account, you can specify optional mappings, so that when
ASM receives a donation of a particular type, it uses the specified
destination account for it when creating the matching accounting transaction.
- Disable Accounts Functionality: Ticking this box will cause
ASM to remove all accounts related menu entries/buttons so that users
do not see it, and you will not be using ASM to manage your accounts.
- Creating donations and donation types creates matching accounts
and transactions: When you create a new donation type, or log a new
donation against an owner/animal, ASM will automatically create a
matching account in the accounts system if one does not exist, and
a matching transaction. It is suggested that you leave this option
on, even if you have disabled accounts functionality in case you wish
to use it in future.
- Only show account totals for the current period: If this
option is set, when you view the main accounts screen, totals will
be calculated for the current accounting period (other wise, totals
are for all transactions in the accounts for all time).
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