Processing voluntary contributions

Voluntary contributions are processed differently from normal payments as the amount is a donation and is therefore not paid off an account. Voluntary contributions can be part of another payment, or a complete payment. To process a voluntary contribution:

1. If part of the cheque is to pay off a debtors account, process that in the normal way. See Processing cheques from debtors.
2. Type the voluntary payment amount into the Amount field on the Fees tab.
3. Select the G/L Allocations tab.

   Tip: Press Alt + N twice to jump to this tab.

   The total amount of the cheque and the amount already allocated to the debtor's account are displayed.

   

4. If you have a fund set up for the type of voluntary contribution, select it in the Donation Fund field.

   Note: Funds are maintained in the luFund lookup table. See luFund lookup table in the Finance manual.

5. Enter the G/L Code for the voluntary contribution.

   The amount not allocated to an account is displayed in the Amount field.

   Tip: If you have selected a Donation Fund from the drop-down list the G/L Code and Tax Code fields are automatically populated.

6. Enter the amount to allocate in the Amount field.
7. Select a Tax Code.
8. Enter a Description.

   Tip: Press Alt + C or click to copy the name of the drawer from the Payment Detail tab into the Description field.

9. Click .

   The amount outstanding is allocated to the selected G/L code.

   The Create New Pledge Receipt window is displayed.

10. Create a pledge receipt for the voluntary contribution. See Creating new pledge receipts in the Development manual.

Last modified: 3/09/2013 5:20:28 PM

© 2013 Synergetic Management Systems. Published 15 October 2013.