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  1. Vault
  2. Accounting

Accounting

Accounting Tools

  • Budget Tool & Accounting Reports
  • How To Edit a Budget
  • How to Create a Budget
  • How do I create a budget group?
  • What are Vault Billing Fee Details?

Deposit Splits

  • What are deposit splits?

Account Registers

  • What do I do if my organization has an external bank account not reconciled on Vault?
  • What do I do if my organization’s external checking or savings account is not listed on the income and expense portion of the 990 report??
  • If your organization’s external checking or savings account is NOT listed:
  • If my organization’s external checking or savings account is listed and not reconciled on Vault, what do I do?
  • How to read the OmegaFi Account Register 
  • What are the different types of account registers?

Accounting Reports

  • What is a Disbursement Summary, and how do I use it?
  • What is the Receipt Summary?
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