How to Review Your Contribution Records

After you finish posting contributions and pledge payments, it is a good idea to verify that the amounts are entered correctly and that all payments are accounted for. Daily or weekly reviews of your contribution records can help you stay on top of things so that if you discover a mistake, you can quickly correct it.

The Contribution List page provides a central location for you to keep track of all of the contributions and pledges made to funds in your organization. On this page, you can review postings made during a given period, and then make changes, if necessary.

  1. From the Organization list, select the organization whose contribution records you want to review.
  2. Click .
  3. In the Start Date and End Date fields, specify the exact date or a date range when the contributions and pledge payments were posted.

For example, to view contribution records posted on November 5, 2013, select 05/5/2013 from the calendars in the Start Date and End Date fields, as shown in the following:

You can also select the date currently shown in these fields and type the desired date.

  1. Click .

A list of contributions for the given date or date range you selected is displayed. For example:

Note that the list shows you all of the postings made during the date range specified in the Start Date and End Date filters.

You should view the information for accuracy and completeness. If you need to make changes to a record, you can do so from this page:

 

Related Topics

How to Edit a Contribution Record

How to Delete a Contribution Record

 

 

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