How to Post One Payment to Multiple Funds (Split Donation)

Sometimes a donor writes a single check for a donation and wants to split the donation among multiple funds. The procedure in this topic shows you how to post payments from one check that are split between two or more funds. You can either post the payments using the donor's envelope number or using the donor's last name or Family DUID. Follow the instructions that fit your particular preference or circumstance.

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Posting by Envelope Number

Posting by Last Name or Family DUID

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Internet Explorer Users

If you are using Internet Explorer, the Enter key behaves like the Tab key. That is, you can press the Enter key to move from field to field in the form, and then finally move to the Save button where pressing Save enables you to post the contribution.

Firefox, Chrome, Microsoft Edge, and Safari Users

If you are using Firefox, Chrome, Microsoft Edge, or Safari, the Enter key does not behave like a Tab key. When working in those browsers, you must press the Tab key to move from field to field in the form, and then click Save to post the contribution.

Posting by Envelope Number

If you know the donor's envelope number, use the following procedure to post the payment to the funds.

In supported browsers, you can use the Tab key or the Enter key to advance the cursor from one entry field to the next.

1. If you manage several organizations, select the desired organization from the Organization list.
2. Click . Select Detailed Posting to display the Detailed Posting page.

The cursor is positioned in the Env # field (in the Posting section).

3. The application "remembers" the filter settings from your last posting session. If necessary, set the posting defaults and options to match your postings for the current session.

• In the Default Posting Data section, the Fund list should display the name of the fund you are posting the first portion of the split payment to.

• In the Posting Options section, the Input By option should remain set to Envelope Number.

4. Post the first portion of split payment by completing the following:

1. Type the family's envelope number in the Env # field.

2. Tab to the Amount field.

3. Verify that you selected the correct donor by checking the donor information in the Post to Preview section on the right.

3. In the Amount field, type the dollar amount of the contribution made to the fund.

For example, if you have a check for $100.00 and the donor is contributing $40 of this amount to the selected fund, type 40.00 in the Amount field.

4. In the Check Number field, type the check number.

5. For thorough record keeping, note any details about the contribution in the Memo section.

For example, you might indicate that the check is for a split payment and indicate the name of the other fund.

6. Click to post the payment.

5. You are now ready to post the next portion of the split payment. Do the following:

1. Tab to the Default Posting Data section. From the Fund list, select the fund receiving the other portion of the split donation. Do not change the Batch and Payment Type settings.

2. Tab to the Env # field and re-type the donor's envelope number.

3. Tab to the Amount field and type the dollar amount of the contribution made to the fund you selected in Step 5a.

For example, if the donor is contributing the remaining $60 (from the $100 check) to the selected fund, type 60.00 in the Amount field.

4. In the Check Number field, type the same check number you entered in Step 4d.

5. For thorough record keeping, note any details about the contribution in the Memo section.

For example, you might indicate that the check is for a split payment and indicate the name of any other funds involved in the split.

6. Click to post the payment.

6. Repeat Step 5a - 5f for each remaining amount that you are posting from the same check.

Posting By Last Name or Family DUID

In supported browsers, you can use the Tab key or the Enter key to advance the cursor from one entry field to the next.

1. If you manage several organizations, select the desired organization from the Organization list.
2. Click . Select Detailed Posting to display the Detailed Posting page.

The cursor is positioned in the Env # field (in the Posting section).

3. The application "remembers" the filter settings from your last posting session. If necessary, set the posting defaults and options to match your postings for the current session. At a minimum, make sure that these options as follows:

• In the Default Posting Data section, the Fund list should display the name of the fund you are posting the first portion of the split payment to.

• In the Posting Options section, the Input By option should be set to Name (if posting byname) or ID (if posting by Family DUID).

4. You are now ready to post the first payment. Complete these steps:

1. Tab to the Post To field and (depending on the option you selected in Step 3 for Input By) type the first few letters of the donor's last name or type the Family DUID. Then, select the donor from the Post To list.

2. Verify that you selected the correct donor by checking the donor information in the Post to Preview section on the right.

The cursor is now positioned in the Amount field.

3. Type the dollar amount of the contribution made to the fund you selected in Step 3 in the Amount field.

For example, if you have a check for $100.00 and the donor is contributing $40 of this amount to the selected fund, type 40.00 in the Amount field.

4. In the Check Number field, type the check number.

5. For thorough record keeping, record any details about the contribution in the Memo section.

For example, you might indicate that the check is for a split payment and indicate the name of any other funds involved in the split.

6. Click to post the payment.

5. You are now ready to post the next contribution. Do the following:

1. Tab to the Default Posting Data section. From the Fund list, select the fund receiving the other portion of the split donation. Do not change the other settings in this section.

2. Tab to the Post To field and type the donor's last name or Family DUID. Then, from the displayed list, select the donor.

3. In the Post to Preview section on the right, once again verify that the donor is correct.

4. Type the dollar amount of the contribution made to the fund you selected in Step 5a in the Amount field.

For example, if the donor is contributing the remaining $60 (from the $100 check) to the selected fund, type 60.00 in the Amount field.

5. In the Check Number field, type the same check number you entered in Step 4d.

6. If desired, record any details about the contribution in the Memo section.

For example, you might indicate that the check is for a split payment and indicate the name of any other funds involved in the split.

7. Click to post the payment.

6. Repeat Step 5a - 5g for each remaining amount that you want to post from the same check.

Related Topics

About the Detailed Contribution Posting Page

Contribution Posting Details

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