DM Contributions - Add: How to add contributions outside of a batch

How to add contributions outside of a batch

Most organizations have configured the Development Manager system to require batches for contribution entry. You will know if entering contributions outside of a batch is allowed for your organization by the presence of a plus sign in the upper right corner of the Contributions page. If there is no plus sign (add new contributions button), your organization requires you to add contributions through a batch.
Shows_add_contributions_button.png

  1. Go to the Contributions page.
    • Using the Navigator Bar, select Contributions.
      -or-
    • Using the Contributions Card, select from Today, Week, Month, or Year
      Navigation.png
  2. To avoid entering a duplicate, search for the contribution you plan to add.
  3. To begin to add new contributions, click the add action button + on the top right of the screen.
    • A new Add screen will display.
    • On the right side of the screen, a Defaults Panel will display. The choices you make here will become the defaults for contribution entry until changed.
      • Choose the Lookup Type from the dropdown options: Family Id, Member Id, Pledge Id, Envelope Number.
      • Choose to add prompts for Check Number and/or Memo.
    • After choosing your defaults, click the x in the top right of the Defaults Panel to close it. To re-open the Defaults Panel, click the gear icon.
      Add_contributions_Defaults_Panel.png
  4. Begin entry using the ID type you chose in the Defaults Panel for your Lookup Type.
    • Verify the correct ID was entered by the donor information that displays below the Amount field. 
    • The fund, type, and date values for the first contribution saved will become the default values for the remainder of the entries until you change the values which will then become the default values going forward.
      Add_contribuitons.png
  5. After each complete entry, click the Save button. The contribution will be listed on the screen below the entry fields. Your cursor will automatically go to the Lookup ID field where you may enter another contribution.
  6. Once you have completed entering contributions, you may exit the screen by clicking on the screen name in the breadcrumb path or by using the Navigation Bar.
    exit_contributions_page.png

 

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