PSFS Offering - Posting: How to make my Quick Entry options the default

How to make my Quick Entry options the default



Begin by clicking on the  Options and Filters button at the top/right of your screen.


When the Options and Filters screen displays, there are three areas you may update:

  1. Family / Member Lookup: Envelope Number, Last Name (Family & Member), Both
  2. Additional Fields: Check Number, Memo
  3. Posting Filters: 
    • Family Registration Status: Registered, Unregistered, Both
    • Family Group: All Family Group options

Once you have selected the options you want to be your default options, click the Save button. Each time you enter the Quick Entry Contribution Posting screen, these will be your default options until you change and save them again.

Related Articles

How to post by family & member name in Quick Entry Posting

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