The Contributions page provides access to your organization's contribution records. On this page, you can add new contribution records and manage existing ones. You can also apply criteria that enable you to find records that have specific characteristics in common, such as those coming into the application from a specific giving source or those having the same posting date.
Access Permissions
Only users with Development User and/or Development Admin permissions can access contribution records. These permissions are set on the Diocese Directory & Web Solutions tab in the staff user's record.
What Is a Contribution Record?
A contribution record contains detailed information about a gift, including the dollar amount of the gift, the name of the giver, and its tax-deductible status. For details, go to Contribution Details.
Overview
The illustration below identifies the main elements on the Contributions page.
Note: When you first open the Contributions page, no contributions are displayed. To find a specific contribution, use the Search feature.
Toolbar
The Contributions toolbar includes a Search box and a group of buttons that give you quick access to the functions you use most often on the Contributions page.
Search Feature
The Search feature provides a quick and easy way for you to find contributions without having to look through an entire list, which, depending on the number of contributions you have, can be pages long.
Note: The results of searches include only contributions to the funds the logged-in user has permission to access.
Information Icon
The information icon appears to the right of the Search box. Place your mouse on the icon (without clicking) to see what type of information you can search for using the Search box.
Search Box
You can search by Contribution ID, Family ID, Member ID, Fund Name, or Batch Name by typing text into the Search box. When searching by name, type the full name or just few characters of the name into the box. Then, click or hit enter on your keyboard to start the search. The list refreshes to show you the names of contributions matching your search criteria. For example, if a fund is named "Annual Fund 2009," a search for "Annual," "nua," or even just the letter "l" will produce matches.
Clearing the Search Box
To clear the search box, select the search criteria currently showing in the box. Then, press the Delete key on your keyboard.
Export Button
Click to generate a Contribution List report (Excel file). This report lists all of the contributions in your organization that match your filter criteria.
Add New Contribution Button
Click Add New Contribution to open the Contribution Add page where you can add a new contribution record. To view explanations of the fields in the contribution record, go to Contribution Record Details.
Edit
Click to edit a contribution record. For instructions, go to Edit Contribution Records.
Create Correction Batch
If you need to fix posting errors in a closed batch, select the contributions and then click to create a correction batch. For instructions, go to Fix Posting Errors in a Closed Batch.
Filter
Click to open and close the Filters panel.
Delete Contributions
Click to delete a contribution record. For instructions, go to Delete a Contribution.
Filters Panel
This panel contains filters that you can apply to the Contributions grid to display a list of records that meet the selected filter criteria.
The Filter panel contains filters you can apply to narrow down and sort your search results.
Note: With the exception of the Fund and Batch filter settings, the system automatically saves your filter and sort settings for the Contributions list and retains them as your personal defaults. Even after you log out, the settings remain the same until you change them. Be aware that your settings are saved on your local device, so if you log in using a different device, you may see different settings.
Order Direction
Specify the sort order of your results:
- Ascending: sorts alphabetic content from A to Z and numeric content from 0 to 9 (lowest to highest).
- Descending: sorts alphabetic content from Z to A and numeric content from 9 to 0 (highest to lowest).
Order By
Select the desired field in the contribution record on which to sort results:
- Batch Name: name of the batch containing the contribution.
- Posting Date: date the contribution was posted to your system.
- Fund Name: name of the fund receiving the contribution.
- Amount: dollar amount of the contribution.
- Family ID: unique number that identifies the family in your system.
- Member ID: unique number that identifies the member in your system.
Contribution Date Filters
From*: the starting date to use to filter the contribution list.
To*: the ending date to use filter the contribution list.
Contribution Family
Use this option to filter the contribution list to show contributions made by the selected family. You can filter by entering the family's name or family ID. You can type the family ID into the field or click to search for the family's name.
Contribution Member
Use this option to filter the contribution list to show contributions made by the selected member. You can filter by entering the giver's name or member ID. You can type the member ID into the field or click to search for the member's name.
OBO Organization
Type the first few letter's of the name of the parish into the field. From the displayed list, select the name of the parish to filter the contribution list to show only contributions given on the parish's behalf.
Fund
Name of fund receiving the contribution.
Batch
Specify the batch containing the contribution.
Batch ID
You can filter by entering the specific batch ID.
Amount
In the Min and Max fields, you can search for the contribution amounts over a given dollar amount or within a given range.
- To view contributions no lower than a specific amount but with no specific ceiling, enter the lowest amount in the Min field and leave the Max field blank.
- To view contributions within a given dollar range, enter the lowest amount in the Min field and absolute highest amount in the Max field.
Giving Source
Show contributions from the specified giving source (for example, from ParishSOFT Giving).
Initial Contribution Only
Select the checkbox to filter the contribution list to show only contributions given when the pledge was originally submitted.
Tax Deductible Only
Select the checkbox to show tax-deductible contributions.
Created by Me
Select the checkbox to show contribution records created by the logged-in user.
Filter Panel Buttons
click to reset the filters to their default settings.
after selecting filters, click to find batches matching your filter criteria.
Contributions Grid
The Contributions grid lists all of your contribution records and provides details, including the name of the donor, the amount of a contribution and the date it was posted.
Selection Checkboxes
Select All/Deselect All Checkbox
This is a global control located to the left of the ID column. This checkbox lets you select all records on the page at the same time. The system inserts a checkmark in the box next to each record to indicate it is selected.
To deselect all records, select the checkbox again.
You can use this global checkbox when you have a lot of records to select or when most records should be selected. You can then individually deselect the records you do not want to work with.
Individual Item Checkbox
You can select individual records by selecting each record's checkbox. You can select as many records as you want. The system inserts a checkmark in the box next to each record to indicate it is selected.
Contribution Records
Each contribution record provides the following details about the contribution.
Family ID
Unique identification number assigned by the system to the family.
Fund
Name of fund receiving the contribution.
Pledge ID
Unique number identifying the pledge
Batch
Name of the batch containing the pledge.
Posting Date
Date the contribution was posted to the fund.
Amount
Total amount of the contribution.
Giving Source
Method used to bring the contribution into the system. For example, manual entry.
OBO Organization
Organization on whose behalf the contribution is made.
Tax Deductible
Indicates whether the contribution is tax deductible according to IRS regulations.
Showing # - # of #
The Showing function lets you know which group of records you are viewing, for example, records 1 through 25. To the far right, a total count of records in the grid is displayed, as illustrated below:
Show Menu
The Show menu lets you choose the maximum number of records to display per page. The default is set to 25. You can increase the limit to 50 or 75. To do so, click and then select the number of records you want to view per page.
Page Navigation Buttons
The page buttons at the bottom of the page help you quickly navigate through the grid.
: takes you directly to the page number. For example, clicking 2 takes you to page 2 in the grid.
: takes you one page back from the page you are currently viewing.
: takes you one page forward from the page you are currently view.
Updated