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thankQ Help

Source Types help you group together similar source codes.  Examples of source types include:

Appeals

Events

Grants

Sponsorship

Fundraising

2.To add these source types, expand the Finance folder, and then scroll down through the sub-folders and select More….. The Source Type folder will become visible.

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3.Right click on the Source Type folder and select New

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4.Enter a name of the source type and click OK.

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5.The following confirmation dialog box will appear.  Click Yes.

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6.To add further Source Types, repeat steps 2, 3, and 4.

7.A right click on a Source Type provides options to edit or remove the source type.

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Further source types can be added later if necessary.