Who is this for? #
A director who wants to use any of the Finances features in Presto Assistant.
Quick steps #
- Two ways to add a new Financial Account:
- Go to the Finances Overview page From the left navigation menu. Find the Financial Accounts section near the bottom of the Finances Overview page and press the + Financial Account button.
- Add a Financial Item and press the link that reads "Add financial account".
- On the New Financial Account page, complete the form.
- If your district and organization have enabled online payments with Stripe, you can choose to allow online payments for all financial items on the new account.
- Review your data in the dialog and confirm.
- You will see the Financial Account details page.
- Select the new Financial Account when creating new Financial Items.
- Filter the Financial Items and Financial Payments tables by Financial Account to get a better view of your organization's financial health.
Detailed steps #
Two ways to add a new Financial Account:
- Go to the Finances Overview page From the left navigation menu. Find the Financial Accounts section near the bottom of the Finances Overview page and press the + Financial Account button.
- Add a Financial Item and press the link that reads "Add financial account".
- On the New Financial Account page, complete the form.
- If your district and organization have enabled online payments with Stripe, you can choose to allow online payments for all financial items on the new account.
- You will see the Financial Account details page.
- Select the new Financial Account when creating new Financial Items.
- Filter the Financial Items and Financial Payments tables by Financial Account to get a better view of your organization's financial health.
Next steps #
- If your district and organization need to use online payments, learn more in this article.