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 (Finance) in the Synergetic 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.

Attachments (3)

69e1e0f6025fa.Debtor_Cash_Receipts_Entry_-_GL_Allocations_tab_(cut_down).gif
12.7 KB

69e1e0f6025fd.bn_copy_drawer.gif
934 Bytes

69e1e0f6025fe.bn_ok.gif
537 Bytes