Contributions:

This  menu option allows you to view, update, or delete contributions  from non-member contributors.  Select Contributions from the Forms menu within Data Entry Forms to display the form as shown below in Figure 3.9.  

Figure 3.9

Filtering Contributions List

Click on any column heading containing text such as Fund Name then click the checkbox for the desired values to display just those contributions in the list or enter text to search on.  If you filter by Date, it will give you a variety of date options such as Yesterday, Today, Last Month, Last Year. If you filter by Amount it will prompt for a range of amounts. 


Adding a Contribution

Click Add or press F8 to add a new contribution. It will clear the input form so you can enter all new values. Select a contributor and fund from a list, enter date and amount, and optionally enter check number and comments and then click Save to add the contribution or Cancel to return to the contributions list.  


Updating a Contribution

Click on a contribution in the contributions list. It will display the contribution's values in the input area. Enter any changes and click Save to save your changes or Cancel to cancel your changes. 


Deleting a Contribution

Click on a contribution in the contributions list. It will display the contribution's values in the input area. Click Delete and then answer Yes to Are you sure you want to Delete this record.  


Printing Contributions List

After filter the contributions list or have a full list of contribution displays, click Print Grid to display a report of the contributions displayed in the list as shown below in Figure 3.10.

Figure 3.10