Local Allocation Setup

Overview of FR423UPD

Before your organization begins using the Connect-FR Local Allocations subsystem, there is a Local Allocations Setup window where you must lay the groundwork. Certain components of Local Allocations will not work properly in the absence of some or all of the setup information described below.

• From the DDI Connect main menu, double-click Connect FR
• Double-click Event & Program Management
• Double-click Local Allocations
• Double-click Setup. You will see this screen:

To edit the fields on this screen, click the Edit button on the toolbar. The fields will now activate:

The following fields are available on this screen:

Field	Description
Default payable GL	General-ledger account affected by accounts payable transactions (by default). Type in the field or click the adjacent button and select from a list of active general ledger accounts
Default expense GL	General-ledger account affected by expense transactions (by default). Type in the field or click the adjacent button and select from a list of active general ledger accounts
Default check account	Checking account affected by local-allocation transactions, by default. Set up in CheckWriter setup. Click the drop down arrow to select the checking account you wish to use as the default
Check form	Template used for local-allocation checks. These forms are a part of the CheckWriter module and are set up through DDI Support
Tax exempt AI code	This AI code is added to constituent records when you indicate that the constituent is tax exempt. Type the AI code or click the list icon to select from a list of active AI codes in the system
IRS letter AI code	This AI code is added to constituent records when you indicate that the IRS letter documenting their tax-exempt status is on file. Type the AI code or click the list icon to select from a list of active AI codes in the system
Local agency AI code	This AI code is added to constituent records when you link them as an agency on a local allocation control record. Type the AI code or click the list icon to select from a list of active AI codes in the system
Posting consolidation method	Method, if any, by which local-allocation transactions are grouped to post to the general ledger. Click the drop down arrow to select the posting consolidation method that you wish to use.
Max local allocation %	Maximum percentage of an event’s income that can be distributed via local allocations. This percentage may consist of a single local allocation or local allocations to multiple agencies.

When you have finished entering the information, click Save to retain your changes.

Viewing Change History

Viewing Edit History