GabrielSoft - Adding and Editing Account IDs

When setting up your Accounts that will be used in your GabrielSoft Payments reporting, you may wish to utilize Account IDs. These identifiers are typically used by databases as fund IDs when importing transaction data exported from GabrielSoft Payments. 

Below we will explain how to add and edit Account IDs to better organize the payments and donations you receive through your website.

This Help Doc covers: 

  1. Add a new Account that includes an Account ID
  2. Add an Account ID to an existing Account
  3. Move existing Subaccounts to different Accounts
  4. Transfer a recurring transaction to a different Account / Subaccount
  5. Sample Account / Subaccount Organization

Log in and access the Payments Center

Log in to your GabrielSoft website and select Payments from the product selector in the upper left hand corner to open the Payments Center.

1

Add a new Account that includes an Account ID

To add a new Account ID, follow these steps (illustrated below):

  1. Select the Accounts tab in the Payments Center
  2. Click on the blue +Add Account button, located directly beneath the Accounts tab.
  3. A new box will appear prompting you to enter an Account Name and Account ID. 
  4. Click the green Save button when you are finished.
  5. Continue adding separate Accounts for each ID you need to list.

2

Add an Account ID to an existing Account

To edit an existing Account ID, follow these steps

  1. Log into your website and navigate to the Payments Center.
  2. Select the Accounts tab in the Payments Center
  3. Click on the blue +Add Account button, located directly beneath the Accounts tab.
  4. Search and find the Account that you would like to edit.
  5. Click on the grey gear icon, to the left of the Account Name (illustrated below).
  6. A box will appear, prompting you to edit the existing account's Name and ID.
  7. Enter the Account ID you wish to use to identify that account.
  8. Click the green Save button when you are finished.
  9. Continue editing separate Accounts for each ID you need to list.

3

 Move an existing Subaccount to a different Account

After you have completed adding and editing your Accounts and their IDs, you may wish to reorganize where each Subaccount is nested. To modify where your Subaccounts location, follow these steps:

  1. Identify the Subaccount you would like to move and click on the Subaccount link. 
    2. Note: When you click on the Subaccount, you will be redirected to the page on your website where the Donations or Forms + Payments module for that Subaccount lives.
  2. Open the Donations or Forms + Payments module settings by selecting the gear icon (located in the top right corner of the module).
  3. Under Account, open the drop down menu and select the correct Account which you would like this Subaccount to be listed under (illustrated below).

If you are adding a new  Donation Form or Payments Form, be sure to choose the appropriate Account in the form settings.

4

 Transfer a recurring transaction to a different Account / Subaccount

If you reorganize your Accounts / Subaccounts, you may also wish to edit and update any active recurring donations, to ensure they reflect the correct Account and Subaccount in their Recurring Transaction Details. To edit and update the Account / Subaccount of recurring transactions, follow these simple instructions.  

Note: You must update each active recurring donation individually.

5

 Sample Account / Subaccount Organization

A sample of Account / Subaccount organization can be seen below: