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.