Fundamentals: The Building Blocks

👤 Trainer

Roslyn Brittain

📄 Class Topics

Giving Unit Records

• Creating Giving Unit Records

  • Creating a new Address Record, and adding a Giving Unit Record initially

  • Adding a Giving Unit Record to an existing Address Record

• Path to Giving Unit Records

  • GO Buttons

• Display Information Tabs

Contribution Setup

• Link to Accounting

• Link to Memorial Gifts

• Contribution Entry Defaults

Giving Funds

• Importance of Sort Order

• Inactive

• Non Tax-Deductible

• Sets

Contribution Entry

• Batch Contribution Entry

  • Preferences

  • Batch Setup

  • Entering Contributions

    • Loose Offering

    • Non tax-deductible contributions

• Contribution Records

  • Gifts In-Kind

    • Do Not Post to Ledger

Post Contributions

Contribution Reports

• Daily Contributions Report

• Check Deposit Report

• Daily Contribution Breakdown

• Contribution worksheet

📁 Related Records