Getting Started Contributions

🗓️ Time / Location

Wednesday, Sep 23 | 11:15 - 12:30

Ballroom C

👤 Trainer

Jennifer Nelson

📄 Class Topics

Giving Unit Records

• Creating Giving Unit Records

  • Creating a new Address Record, and adding a Giving Unit Record initially

  • Adding a Giving Unit Record to an existing Address Record

• Path to Giving Unit Records

  • GO Buttons

• Information Tabs

Giving Funds

• Importance of sort order

• Inactive

• Non tax-deductible

• Giving Sets

Contribution Entry

• Batch Contribution Entry

  • Preferences

  • Batch Setup

  • Entering Contributions

    • Loose Offering

    • Non tax-deductible contributions

• Contribution Records

  • Gifts in Kind

  • Do Not Post to Ledger

Contribution Posting

• Link to Accounting

• Link to Memorial Gifts

Contribution Reports

• Daily Contributions Report

• Check Deposit Report

• Daily Contribution Breakdown.

• Contribution worksheet

📁 Related Records