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Directory Settings

This article provides information on attributes for Directory Settings.

Learn more about Public Registration URL here.

Learn more about Active Contributor Interval here.

Learn more about Auto-Incrementing envelope numbers here.

Learn more about Starter Sets here.

The Fund Debit Chart of Accounts ID is used for exporting contributions to QuickBooks, this is the GL Number (from your chart of accounts) that will be debited. FL Numbers that match the fund number being exported will be credited.

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OSV Directory
  • Delete Physical Contributions in the Directory
  • View Physical Contributions in the Directory
  • Edit Physical Contributions in the Directory
  • Link Accounts from the Directory to a New Managed Account
  • Mark as Deceased
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