Accounts

Accounts determine what a transaction is for. In our examples above, both the General Fund and the Building Fund are accounts. These accounts usually tie into your accounting system. Accounts are managed under Finance > Accounts.  

Account List

This page shows a list of all the accounts defined in Rock.

Note the hierarchical navigation tree on the left side of the screen. Like with the Group Viewer, this structure allows you to quickly and easily organize and view your accounts. Click the ti ti-dots-vertical icon to filter by Active or All accounts. If you have many accounts, you can search for an account using the Quick Find field above the tree.

Account Details

From the list of accounts, you can add or update an account using the account details screen.

1. Name - The name that will be used when selecting an account.
2. Description - This is a great place to document what the account will be used for and any details you'd like to keep about when and how it should be used.
3. Active - Since accounts cannot be deleted if they are used by any transactions, you'll need to mark them Inactive once they should no longer be used.
4. Show Publicly - This is where you designate if the account is public and should be viewable on the public website.
5. Parent Account - Rock allows you to create account hierarchies to help manage situations when you need to configure numerous accounts.
6. Account Type - This setting allows you to categorize your accounts to help with reporting. The setting has no impact on how accounts are used in Rock. The list of account types can be set under Admin Tools > Settings > Defined Types > Account Type. You might consider using this setting to designate accounts that are used for donations vs. those you use for event registrations.
7. Public Name - You might want to describe your account differently when it's shown on the public website. This field allows you to configure a public-friendly name for your account.
8. Use Campus Child Account Matching - Enable to automatically select a child account based on the campus provided by the block. This only works with blocks that support this feature. If no match is found, the parent account will be used and any campus selection will be cleared.
9. Campus - If the account is specific to a campus, you can select the campus here. This is disabled if you have only one campus.
10. GL Code - The reference code used in the General Ledger software.
11. Date Range - The date range you provide here will help determine when the account is displayed on various screens in Rock. If the account is no longer valid, based on the date range, then it will not be displayed when picking from accounts.
12. Is Tax Deductible - Helps determine if the transactions assigned to this account are considered tax deductible. This is used in reporting.
13. Url - Although unused in Rock's core features, this URL could be used to generate a link to a custom 'More Info' page.
14. Account Participants - Being an Account Participant is similar to following a person or group. For now, this area is only used for notifying the listed people of certain Giving Alerts.