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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.

Manage Donations

  • 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 Donation Records to Other Batches

  • 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.

Managing 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 “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.

Watch this Youtube video for more detailed guide.