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Will I be able to account for the funds?

Yes. Every bank deposit from SuccessFund is paired with a detailed deposit report you can upload or reference in your accounting system. Each deposit includes your Allocation ID (sometimes called account code, GL code, or allocation number) so your finance team can route funds to the correct budgets.

How it works

  1. Add the Allocation ID during approval
    • In the approval view, find Assigned Bank Account – Pending Confirmation and click Edit or Confirm.
    • Enter your Allocation ID. This is a free-form field. Use whatever format your district prefers, for example:
      • 200 Girls Athletics
      • 01-235-00-5741
      • 50% Athletic Booster / 50% Activity Funds
    • Click Confirm to save.
  2. Edit it later if needed
    • You can add or update the Allocation ID at any time, even after a fundraiser has started collecting. Districts that need multiple codes often note the split right in the freeform field, like “50%… / 50%…”.
  3. Where it shows up
    • The Allocation ID appears on every deposit and in the associated deposit report, so your finance administrator can allocate funds quickly and accurately.