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Create an Allocation Type

Admins can use allocation types to categorize and assign funds.

  • You must be a Go Method admin to do this.
Use allocation types to categorize and assign funds not obtained through online donations. Examples of allocation types are student discounts, staff discounts, or other forms of payment like cash.
  1. Click Admin > Components.
  2. In the left menu, click Allocation Types.
  3. Click CREATE ALLOCATION TYPE.
  4. Enter a name and short description for the allocation.
  5. Select Active .
  6. Once complete, click CREATE ALLOCATION TYPE.
    An example of an allocation type.