Connection Card Pro Help & Documentation

Financial Administration: Managing Financial Aspects

Use this page to manage all financial aspects, such as adding applicable Funds, Income Types and Accounts. View your Current Statement of Accounts at any time, Funds Allocation chart, Current Financial Overview, Generate Deposit Reports and view Current Deposits

From the left toolbar go to
Financials > Financial Admin

Begin Set up of your Financial Records by Adding your Accounts, Funds and Income Types