Change fundraising obligation

 Admin - Super User or Fundraising Administrator

To change the obligation in the Fundraising System for one or more accounts:

  1. Go to Fundraising Admin.
    1. Chameleon users: In the side menu click Billing Admin > Fundraising Admin.
    2. New CMS users: In the side menu click Financial Tools > Fundraising Obligations Admin.
  2. Set the Account Status drop down to *Active and click Search, or click Display ALL.
  3. Select one or more Accounts.
  4. Click Multi-Reset Billing Period Obligation.
    Fundraising Admin
  5. Enter the desired amount in the Reset Billing Period of the Accounts below to this Amount field.
  6. Click Save Changes for ALL Accounts listed NOW.

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See Also
Fundraising System Setup
What level does your Fundraising Admin need to access the Fundraising System?

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