To record your Sunday giving you will need to go to the Finance
module by clicking the icon at the top of the dashboard, or selecting it from the dropdown menu.
On the menu on the left hand side, click on Event Finance
.
This will bring up a calendar in the middle of the screen. Click on the date for which you are recording your offering.
The events that took place on that date will appear to the right of the calendar, select the relevant event by clicking the blue view button.
This brings you to the Event Summary
page which will not contain much information, initially. At the top you will see 3 tabs; Summary
, Banking
and Transactions
, click the Banking
tab.
In this section you can account for any money that has been put into the offering bowl. Simply enter the amount that has been given for each denomination. When you have finished click the Save
button at the bottom.
If you go back to the Summary
page now, you will see this amount has been added to the Sources
section on the left hand side.
Next, click the Transactions
tab, then click on the Input Transaction
button on the top right to open up the New Transactions
window.
At the top you can set a Default Designation
, for this offering, and a Default Source
. You may wish to do this if you know most of the gifts have the same Designation
and Source
, these sections will, then, be automatically populated for each transaction.
To complete the first transaction, start typing the name or Giving ID
of the person who has given the first offering, in the Giving ID
box. When they appear in the list below, click on them. If they do not yet have a Giving ID
, you will first need to add one using the Add Giving ID
button in the top right of the window.
Then complete the Designation
and Source
. If the giver has given permission to gift aid their offering then select this button.
If the source is a debit or credit card, you can process this manually by clicking on the button on the right hand side in the card column at the end. You will notice that when this window opens up the address will be automatically completed for you as this had already been set up with their Giving ID
. The circle in the card column will go green when this transaction has been successfully processed.
When you have completed the first transaction, click on New Row
to add the next one. Repeat the process until you have input all the giving from this event. Then click Add Transactions
at the bottom of the screen.
If you now go back to the first tab, Summary
, you will see the breakdown of the sources of income and a record of how much cash is accounted for and unaccounted for.