Create funds and goals to track how gifts are allocated. Easily split gifts between multiple allocations, then export all necessary attributes for your bookkeeping solution. This will post your allocations and lock them down from further editing.
We show Salesforce accounts that are linked to Trailblazer.me and have the Manage Billing permission. If your account is missing, check that you connected the account to your Trailblazer.me profile. Then verify that you’ve been assigned the Manage Billing permission in the related org.