CNFS Offering - Contributions: How Do I Post Contributions to a previous year?

Objective: 

The goal of this document is to show you how to post contributions to yyyy-1 where yyyy is the current year. 

 

Training Steps:

To post contributions to yyyy-1:
Go to the Offering tab, then click Posting.

  1. Under the sub-heading "Posting" on this page, you'll see a calendar icon under the words "Posting Date." Click on the calendar to bring up a mini-calendar. Then navigate within the calendar to select your desired year (using the double arrows), and month (using single arrows).
  2. Click on the date you want within your selected month to set your Posting Date. The contribution you post from this page will be posted to this date.
  3. You should be able to select any dates from yyyy-1. However, if you see that those dates are greyed out and you are not able to click on them, it might be due to the Fund start or end dates.
  4. If the Fund's Start Date is after the posting date OR End Date is before the posting date you will not be able to select your desired date.

To rectify this, change the Fund's Start Date and/or End Date in the Fund page, under the Offering tab. To edit it, click on the pencil icon next to the Fund.

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