Connection Card Pro Help & Documentation

Financial Tags 

Use custom Tags to track Projects, Purposes, and Departments for all your financial transactions. Connection Card Pro does not charge extra for the ability to tag transactions and generate tag reports. Generate breakdowns and reports based on any tag, streamlining tax reporting requirements and making it easy to get a quick snapshot of the success of your fundraisers or projects!

Transactions can also be tagged with a tax classification from IRS Form 990, 990-EZ, 1120, or a Revenue Canada GIFI Code. Generate reports at tax time to simplify your reporting requirements.

Creating Financial Tags

From the menu:
Accounting > Financial Settings > Tags

• Choose from the top tabs what type of tag you want to create (or edit): Purposes, Projects, Fundraisers, Departments or Tax Classifications
• Click on +New for those you can add to. Your Departments will already be automatically added here for any departments you have created.
• Add a number if you would like and name your tag and any other information depending on which type of tag you are creating and save.

Tags can be added to any transaction. Add your tag(s) when entering a deposit or expense or creating a journal entry. You can also enter tags in your Register or Journal by clicking on the Edit button and select your tag from the drop-down menu in the tag line and save.

Tag Reports can be created by going to Reports > Financial Reports > Select one of the Tag options for Report Type.