Page tree

You can record a contribution made by a family or institution by navigating to the family or institution's Rates/History/Keywds window. To record multiple contributions simultaneously, use quick postings.

  

 To record a contribution
  1. Locate the appropriate family or institution.
  2. In the navigation pane, click Rates/History/Keywds.
  3. Click the button beside Funds Used, and select the fund. If the fund you want isn't in the list, click Add Fund at the top, and select the fund.
  4. Enter the information associated with the contribution in the bottom grid. For more on these options, see the Additional Field Information below.
  5. Click Save.
 To change the rate or total of a contribution
  1. Locate the record for the family or institution.
  2. In the navigation pane, click Rates/History/Keywds.
  3. Locate the fund you want to edit.
  4. In the top grid, click Change Rate/Total.
  5. Select whether to change the existing rate or the existing total.
  6. Enter the new value and enter the date when the new rate should take effect.
  7. Click Change/OK.
  8. Click Save.

An activity of "System Rate Change" displays in the bottom grid.

  

Additional Field Information

Show/Hide Totals
Show or hide the grand total of all funds for the family or institution.

Show/Hide Rates
Show or hide the rates associated with the family or institution's funds.

If you show rates, click Add Rate to set up a recurring charge term and rate for the family or institution.

  • Recurring Act — Charge activity used to post the amounts due.
  • Terms — Length of time that the family, member, or institution plans to make payments. For example: weekly, monthly, or annually.
  • Billing Period — Length of time that the family, member, or institution is pledging for. This must be equal to or shorter than the fund period.
  • Rate — Amount the family, member, or institution pledges each term. For example, $50 per month. If you enter the Term, Billing Period, and Total, this field is automatically calculated.
  • Total — Total that the family, member, or institution pledges for the fund period. If you enter the Term, Billing Period, and Rate, this field is automatically calculated.
  • Using eGiving (EFT) — Indicate that the family wants this pledge payment automatically drafted from their checking or savings account. Click EFT Info to enter account information.

Keywords
Associate keywords with the family or institution's funds.

Fund Comment
Add any comments about a family's or institution's fund. For example, if a family is unable to complete their pledge due to a death in the family, you can note that on their record. An asterisk (*) displays on the button to indicate that a comment has been entered for the family or institution.

Grid
Each posting entry displays in date order. Click the add icon  to add postings directly to the grid. Click Write Off to post an amount to a fund when the amount is considered uncollectible. To do this, you must first add a Write-Off activity to this fund in the Fund Setup window.



Related Topics