Tracking Campaign Expenses and Obligations is Also a Breeze

It was a good week, flush from a round of initial fundraising, your campaign qualified its candidate, ordered its first batch of yardsigns and baught 20,000 door hangars for your volunteers.

Before we go any further, lets take a moment to ensure that the books are up to speed so we don't mistakenly further obligate funds we've already spent.

In the menu of SQL-Ledger, use the AP -> Vendors -> Add Vendor option to begin the process. Complete the form as best you can with the available information. Use the AP Transaction button to save your new vendor and to proceed to add your Accounts Payable transaction.

Make sure you choose the right vendor, add the amount, date and optionally description and notes. Then below the payments line add the date, amount and choose the account used to pay the obligation. You may optionally use the source and memo fields if you need to.

Now update. Wait for the browser to refresh. Now you are ready to post your transaction.

That's all there is to it.

categories [ ]