Use the Voluntary Contributions tab to define voluntary contribution plans displayed on the Community Portal.
From each Voluntary Contribution Line item there may be multiple Voluntary Contribution Line Options.
Note: For information on configuring voluntary contributions for payment plans, see Configuring and maintaining payment plans.
Opening the Voluntary Contributions tab
Contribution Detail area fields
Field |
Description |
Description |
Description of the voluntary contribution. |
OverridePortal |
Description of the voluntary contribution displayed on the Community Portal. |
PortalHelpComment |
Detailed description of the voluntary contribution displayed on the Community Portal. |
Active |
Whether the voluntary contribution record is active. |
Sort |
Order in which the options appear on the portal. |
Seq |
Unique code identifying the voluntary contribution. |
Buttons
Button |
Description |
Add a new voluntary contribution line item. |
|
Delete the selected voluntary contribution line item. |
Voluntary Contribution Line Options area fields
Fields
Field |
Description |
Description |
Description of the voluntary contribution line option. |
Default |
Whether this is the default voluntary contribution line option. |
Fund |
Fund linked to the voluntary contribution line option. For example, Building Fund. See luFund lookup table in the Finance manual. |
Appeal |
Appeal linked to the voluntary contribution line option. For example, Annual Appeal 2015. See luAppeal lookup table in the System maintenance manual. |
Annual Amount |
Default amount to be debited for the voluntary contribution line option. |
Tax Code |
Tax code linked to the voluntary contribution line option. For example, F - Tax Free). See luTax lookup table in the Finance manual. |
Contribution Mode |
Contribution mode for the voluntary contribution line option. Either:
|
Payment Plan Student Count |
Number of students with payment plans linked to the debtor account. By default voluntary contributions are charged on a per student basis. You can use this field to create voluntary contribution charges based on the number students linked to a debtor account For example, if the contribution amount for a single student is $1000, but you want debtors with two students to only pay $1600 rather than $2000 you would enter the amount of $1600 for the contribution then type 2 into this field when creating the contribution. |
Sort |
Order in which the options appear on the Community Portal. |
Active |
Whether the voluntary contribution line option is active. |
Grid area fields
Field |
Description |
Description |
Description of the voluntary contribution line option. |
Fund |
Fund linked to the voluntary contribution line option. For example, Building Fund. See luFund lookup table in the Finance manual. |
Appeal |
Appeal linked to the voluntary contribution line option. For example, Annual Appeal 2015. See luAppeal lookup table in the System maintenance manual. |
Default Amount |
Default amount to be debited for the voluntary contribution line option. |
Mode |
Contribution mode for the voluntary contribution line option. |
Stu Count |
Number of students with payment plans linked to the debtor account. |
Tax Code |
Tax code linked to the voluntary contribution line option. For example, F - Tax Free. See luTax lookup table in the Finance manual. |
Default |
Whether this is the default voluntary contribution line option. |
Active |
Whether the voluntary contribution line option is active. |
Sort |
Order in which the options appear on the Community Portal. |
Seq |
Unique code identifying the voluntary contribution line option. |
Buttons
Button |
Description |
Add a new voluntary contribution line option. |
|
Delete the selected voluntary contribution line option. |
Last modified: 16/09/2016 10:14:49 AM
See Also |
© 2016 Synergetic Management Systems. Published 16 September 2016.