Modify Activity Information

The Activity Information page allows you to filter and modify Activities for entering pledges and remittances. Remittance allows received remittance payments to be posted to a child or associated sub-activity to satisfy a parent activity's pledge amount. The remittance pledges will appear correctly during the entry process and on monthly statements.

Filters

Filters allow you to reduce the number of entries displayed in the grid. Select from the following fields to filter your grid.

1. Name: Type the first part of an activity name or enter a partial name with asterisks (e.g., search for Goodlett Farms Christian Church by entering "Goodlett", "Goodlett Farms", "*Farms*", or "*Christian Church").
2. Total Level: Select a Total Level from the drop-down list.
3. Bank Account: Select a Bank Account from the drop-down list.
4. Click the button to display results.
5. Click the Clear Filters link to reset all filters.

Activity Information Grid

Activities are listed in a grid below the Add New Activity link. The Sequence, Name, Total Level, Active Status, Note, and Parent Activity fields are displayed on the grid.

1. Click the Add New Activity link to add a new Activity.
2. Click the Edit icon to make changes to an Organization.
3. Click the Delete icon to remove the Organization from the system.

Add New Activity

Click Add New Activity to open the update page.

Activity Information Update

1. Parent Activity: Used only when adding a Sub-Activity. An Activity can have multiple Sub-Activities.
2. Sequence: Group activities for each Total Level in separate number ranges (e.g., 001000–001999 for Total Level 1, 002000–002999 for Total Level 2, and so forth). Note: When a Parent Activity is selected, the Sequence number determines the Sub-Activity display order in the Remittance Entry screen.
3. Name: Type the description of the activity. Note: When a Parent Activity is selected, the name entered is the Sub-Activity name.
4. Active?: Click the check box to mark the activity as Active.
5. Total Level: Select the Total Level for the activity. Total Levels are used to group and subtotal various activity types when printing Statements (e.g., Conference Apportionments, World Service & Conference, Missions, and so forth). Note: Activities with Total Level 1 automatically print in columns across the page when the Status Report for Apportionments is run. Only assign Total Level 1 to activities to be included on the Apportionments report.
6. Bank Account: Choose the bank account from the drop-down list.
7. Online Name: Type an abbreviated name for the bank account to display online.
8. Starting Date:
9. Ending Date:
10. Can a Pledge be Made?: Click the box if pledges are allowed for the activity. Note: Make sure the check box is unchecked if adding a Sub-Account.
11. Priority Activity: Priority Activities are displayed by default on Remittance entries, both internally and on the portal. Users with pledges can also view non-pledged activities on the Entry screen. Non-pledged activities display on the entry screen and portal as a group below pledged activities. Sort order for each group (pledged and non-pledged) is by sequence number. Note: If pledges were created before the Pledge Option was removed from an Activity and the pledge is still active, it will appear as a pledge on the Church record when entering Remittances, even if the Activity is now marked Priority.

GL Distribution Tab

Assign General Ledger accounts to the activity. Each activity can be allocated to one or more General Ledger accounts.

1. Click the Add New icon to add a line of detail, or click the Add New Lines icon to add multiple lines of detail. Continue adding lines as needed.
2. Account: Type or search for the Fund, Department, Account #, etc.
3. Project: Type or search for the Project associated with the activity if desired. See "Modify > Project Information" in General Ledger for more information on adding a project.
4. Percent: Type the percent to apply (e.g., 25.0000 for 25 percent). The total percent for all items must equal 100.0000%.

Note Tab

Enter a note in the field provided if you wish.

Save/Cancel

1. When finished, select one of the following options:
   • Update: Saves any information that has been added or changed.
   • Reset: Resets the page to its state before any changes were made.
   • Cancel: Returns to the previous page without saving changes.

Updated June 10, 2026 05:51