Field
Description
Batch Information
Total
Information-only fields.
Cash: shows total dollar amount of cash transactions to be included in the selected batch..
Pledge: shows total dollar amount of pledges to be included in the selected batch.
Transaction Count: a count of the number of transactions entered so far in the selected batch.
Balance
Information-only fields.
Cash: cash total amount (see previous entry in this table) minus the actual dollar amount of the cash transactions posted so far in the batch.
Pledges: pledge total amount minus the actual dollar amount of the pledges posted so far in the batch.
Posting Filters
Family Registration Status
Select the registration status of the donors you are posting contributions for. Choose one of the following: Registered, Unregistered, Both.
Family Group
Default Posting Data
List of open batches.
From the list, select the batch that contains the contribution. If you are not posting within a batch, select None.
Fund
List of funds. The default fund for the selected batch is shown.
From the list, select the fund the batch is associated with.
Payment Type
List of payment types:
Cash: select this option if the method of payment is cash or check.
Credit: select this option if the method of payment is a credit card.
Matching Gifts: select this option if the payment is made through a matching gift program.
Soft Gifts: select this option if the payment is a non-cash contribution, such as household items or clothing.
Stock Gifts: select this option if the contribution is in the form of shares of stock or bond certificates.
Posting Options
Input For
Select how your postings are sorted for the current data entry session: Family (by family) or Member (by member)..
Input By
Select how you want the application to search for the donor in your database: Envelope Number (by envelope number), Name (by family or member last name), or ID (by Family DUID).
This field is associated
with the Post
To field.
Posting
Posting Date
Date the contribution was received.
When you specify
a date range for contribution statements, the system uses the
posting date to determine what information to include in the statements.
Pledge
List of pledges. If the contribution is associated with a pledge, select the pledge from the list.
Search field. This field is associated with the option you selected for Input By (in the Posting Options section). For example, if you chose to input by the donor's last name, type the first few letters of the donor's last name in this field. If you do not need to search and want to enter contributions using the donor's envelope number, use the Env # field.
ID
Information-only field. Family DUID of the selected donor.
Donor's envelope number.
If you know the donor's
envelope number, use this field to speed data entry. Simply type
the envelope number and then tab to subsequent fields to post
the contribution.
Amount
Dollar amount of the pledge or contribution.
Check Number
Check number (if the payment was made by check). Type the check number in this field.
Memo
Text entry field that enables you to type additional information related to the posting.
Last Contribution Posted
Information-only field. Shows information for the last contribution posted. When entering a high volume of contributions, the information in this field can help you keep track of where you are in the data entry process.
Post
to Preview
(Information-only
fields)
Envelope Number
Donor's envelope number.
Name
Donor's name.
Family or Member ID
Donor's Family DUID.
Address 1
Street number and street name.
Address 2
Apartment number or building number.
City
Name of city.
State
Name of state.
Postal Code
Postal Zip Code.
Last Contribution Posted
(Information-only fields)
Date
Date the previous contribution was posted.
Donor
Name of the donor whose contribution was previously posted.
Env #
Envelope number of the donor whose contribution was previously posted.
Amount
Amount of the contribution that was previously posted.