Set Up Funds and Designations
Goal: Define the funds your affiliate uses to track restricted and unrestricted giving so every gift can be designated correctly and reporting matches your accounting.
Configure Account Mappings
Goal: Tell Ayuna which general ledger accounts each kind of revenue should land in, so every paid donation, registration, sponsorship, pledge payment, in-kind gift, and ReStore sale automatically generates a balanced journal entry against your real chart of accounts.
Configure Payment Processing
Goal: Connect your affiliate to Ayuna's payment processor (Finix) so card and ACH gifts can be accepted online and at point-of-sale, with funds settling correctly into your bank account.
Set Engagement Policies
Goal: Decide how your affiliate uses giving levels, capacity ratings, acknowledgment preferences, and solicitation flags so the data you collect on donors actually drives stewardship behavior.
Configure Giving Levels
Goal how many levels there are, what each one is called, and how much lifetime giving it takes to reach it.