September 25, 2008 – 4:08 pm
A Fund is a fundraising category. You can assign a donation to one or more funds, and you can run reports on each fund.
To add a Fund:
First, click on the Settings tab, then click on Funds & Goals.
Click on “New Fund”.
Enter the name of the new fund.
Optionally enter a goal for the fund.
Check the box [...]
September 25, 2008 – 4:04 pm
When entering a new donation, click “Split” under the “Amount” field. Enter an amount and a fund for each line of the splits. You can add as many splits as you need for each donation.
September 25, 2008 – 3:56 pm
How do I record a donation?
In the top, left corner of the page, search for a donor’s name in the “Find a Donor” box.
If you need to create a new donor, click on either the Dashboard or the Donor tab, then click on “New Donor” at the left.
Once you’re in the donor’s record, enter a [...]