How to Set Up Multiple Entities

Multiple Entities are used to manage receipt prefixes which are typically used to distinguish different entities belonging to the donation such as chapters. For example, a nonprofit organization has separate chapters, a nonprofit sector, or a foundation that issues receipts independently (e.g., CAN-00001, US-00001, NP-00001, F-00001)

Chantelle Ng
14 steps
47 seconds

Cascadiareceipting

Alerts & Tips

User Permissions Needed: - Cascadia Receipting User - View Setup and Configuration - Customize Application

**Are you using Cascadia Receipting NPC?**\ The steps are the same, but instead of: - Opportunity > Gift Transaction - Opportunity Entity > Receipt Entity

**Do you have access to Multiple Entities?**\ This is available as an add-on. Please contact us if you would like this functionality.

Create a New Opportunity Entity

Go to App Launcher > Opportunity Entities

Click the New button

Fill out the Opportunity Entity information.

An example of this would be, if you want your next Foundation Tax Receipt number to be F-0000: Entity Prefix: F Entity Name: Foundation Entity Count:0

Click "Save"

Go to Setup > Object Manager > Opportunity

Fields & Relationships > Entity

If you do not see your Entity Name you entered under "Values", click New

Enter your Entity Name exactly as it appears in Opportunity Entities, then save.

Select a Default Entity

We recommend setting a Default Entity if you have Multiple entities set up. If a tax receipt is created from an opportunity with no Entity populated (perhaps because of user error), the system will use the prefix defined in your Cascadia Receipting Custom Settings.

Object Manager > Opportunity > Record Types

Go to a record type.

Click Edit on Entity

Select the default entity for the record type

Repeat Steps 10–12 for each Opportunity Record Type that requires a default entity.

You've set up multiple entities for your organization's tax receipts!