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You can record cash contributions that can't be attributed to a particular family by navigating to Information > Families. Add a family record called "[Loose" and then open funds for that record as needed. This makes it possible to track the total loose collection on a regular basis.


 To add a loose collection
  1. At the top, click Add Family.
  2. In the Add Family dialog box, click Add Family.
  3. In the ID/Envelope field, enter "[Loose".
  4. In the Family Name field, enter "[Loose".
  5. Click Save.

Useful Information

The left square bracket and the term "Loose" are required for the ID number. This naming makes it the last record in your list when ordered by name or ID.


After you set up a loose collection:

  • You can include the loose collection record when printing family and financial reports.
  • You can post amounts to the loose collection using a quick posting or by posting it directly in the Rates/History/Keywds window of the Tuition & Fees section.
  • In the quick posting and financial total reports, amounts posted to the loose collection record are totaled separately and printed after the family totals.
  • To track the loose contributions for multiple services, you can set up special activities within the fund that can be used to identify each service.

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