Managing Donations – Church Software Help Center

Enter Donations

1
Click the “Pulse” icon (Productivity) on the left navigation menu.
2
Click on “Financial Tools”. Click on the “Manage Donations” link.
3
Click the “+ New” button to start a new batch.
4
Give the Batch a Name by clicking the current name. Provide a date for the batch.
5
Click the “Add” button.
6
In the pop-up window, enter the name of the contributor or click “Add” to add a new contributor.
7
Enter the amount, the date of the donation, choose the fund, the method of payment, and add any desired notes.
8
Click the “Save” button or the “Save and Add Another” button to add another donation.

1
Click the “Pulse” icon (Productivity) on the left navigation menu.
2
Click on “Financial Tools”.
3
Click on the “Manage Donations” link.
4
Click on the “Edit” button on the batch that you need to manage.
5
Click the “Edit” button on the name of the contributor of the batch that needs to be edited.
6
In the pop-up window, edit the name, amount, fund, date contributed, payment method, and optionally an added note.
7
Click the “Save” button or the “Save and Add Another” button to add another donation.

Moving a donation/ giving record is only applicable to an open batch. If you need to move a donation record from a closed batch, you need to re-open the batch first.
The batch where the donation will be transferred should be an open batch. You cannot move a donation to a closed batch.
1
Click the “Pulse” icon (Productivity) on the left navigation menu.
2
Click on “Financial Tools”. Click on the “Manage Donations” link.
3
Click the “Edit” button on the batch you need to manage. (Edit button is only visible if a batch is open, the View button is visible if a batch has been closed)
4
Click the square box next to the donation record you would like to move.
5
Below the batch date on the left side of the page, "Select Action" is available, click on it and choose "Move Record".
6
Once "Move Record" is selected, a pop-up window will appear, allowing you to choose which batch record you will move the donation to.
7
Once the batch record is found, click "Move Record".
8
The page will refresh, and the chosen record will disappear, moving it to the selected batch.

1
Click the “Pulse” icon (Productivity) on the left navigation menu.
2
Click on “Financial Tools”. Click on the “Manage Donations” link.
3
Click the “View” button on the batch that you need to manage.
4
On the upper right side of the page choose either to adjust the batch or to re-open it.
Adjust the batch- you can edit an existing donation and choose the adjustment type (to credit or debit the donation and which entry it should apply)
Reopen Batch- you will open the whole batch record, add another donation, edit the other existing donations and delete an existing donation.
5
Click "Save" for every entry where changes are made.
If the amount doesn't change when an adjustment was made, just refresh the page for the new amount to reflect.