How to add new contribution types

You must have administrator privileges to access the lookups table.

1. Go to the Settings page.
   • Using the Navigator Bar, select Settings.
     -or-
   • Click the Home button then using the Settings Card, select Go to Settings.
     
     
2. Select Lookups. 
   
   
3. The screen will display a list of all the Contribution Types.
   • Click the add action button in the upper-right corner of the screen.
   • In the new line that displays, type the new contribution type name and code.
   • Mark the Active box.
   • Click the save action button to the right.
     
     
4. When you create a new batch or add contributions, the new Contribution Type should now be available in the dropdown list.
   

April 17, 2023 17:32