Add Anonymous Donation Screen From the Menu, select to display the Donations Add Anonymous Donation Create Donation Screen. The Donor Type displays as Anonymous on the In the Donation Create Donation Screen. panel, establishing the following: Facility - current working facility is displayed in format. Read Only Donation ID - Auto-generated by the system Click the icon or enter the date. Must be within current Donation Date Calendar – fiscal year (required). Select the donation type from the dropdown (required). Options Donation Type – are: Activity, Cash, Check, Credit Card, E-Donation, and Item. Check Number displays when Check is selected (required). Check Date displays when Check is selected (required). Card Type displays when Credit Card is selected. Options are: American Express, Master Card, Visa, and Discover (required). Confirmation Number displays when Credit Card is selected. E-Pay Training Number displays when E-Donation is selected (required). General Post Fund Select the account number defined for the working facility to – apply the donation against. Defaults to none if Donation Type is Activity or Item. Donation Amount (Required) Field Service Receipt - Receipt number from Fiscal Service once a donation has been submitted and recorded. Only displays when Donation Type is Cash, Check, or Credit Card. ACK Date - Automatically populated when donation document is printed, can manually be entered. Reference - Used for categorizing donations, such as division ID or sub-accounts. Dropdown list of References defined are for the working facility. Letter Salutation - The greeting used in the Thank You Letter (required). Designation - Purpose or intended recipient of the donation. Affiliation - Organization to receive credit for the donation. Only available for Donor = Individual. Searches for Organizations. If found, click on the Add Affiliation - Organization Name Link to add to the Donation Panel. Removes the Affiliation. Delete Affiliation - Donation Description - This description is used when formulating the receipt and ACK. Additional Information - Area to add information related to the donation. The fields in the In Memory Of Panel are available for all monetary donation types, expect for Activity or Item. Define the following:
Add Anonymous Donation Screen From the Donations Menu, select Add Anonymous Donation to display the Create Donation Screen. The Donor Type displays as Anonymous on the Create Donation Screen. In the Donation panel, establishing the following: Facility - current working facility is displayed in Read Only format. Donation ID - Auto-generated by the system Donation Date – Click the Calendar icon or enter the date. Must be within current fiscal year (required). Donation Type – Select the donation type from the dropdown (required). Options are: Activity, Cash, Check, Credit Card, E-Donation, and Item. Check Number displays when Check is selected (required). Check Date displays when Check is selected (required). Card Type displays when Credit Card is selected. Options are: American Express, Master Card, Visa, and Discover (required). Confirmation Number displays when Credit Card is selected. E-Pay Training Number displays when E-Donation is selected (required). General Post Fund – Select the account number defined for the working facility to apply the donation against. Defaults to none if Donation Type is Activity or Item. Donation Amount (Required) Field Service Receipt - Receipt number from Fiscal Service once a donation has been submitted and recorded. Only displays when Donation Type is Cash, Check, or Credit Card. ACK Date - Automatically populated when donation document is printed, can manually be entered. Reference - Used for categorizing donations, such as division ID or sub-accounts. Dropdown list of References defined are for the working facility. Letter Salutation - The greeting used in the Thank You Letter (required). Designation - Purpose or intended recipient of the donation. Affiliation - Organization to receive credit for the donation. Only available for Donor = Individual. Add Affiliation - Searches for Organizations. If found, click on the Organization Name Link to add to the Donation Panel. Delete Affiliation - Removes the Affiliation. Donation Description - This description is used when formulating the receipt and ACK. Additional Information - Area to add information related to the donation. The fields in the In Memory Of Panel are available for all monetary donation types, expect for Activity or Item. Define the following:
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