Purpose: To enter firm contributions.
Launch Point: This routine can be launched from the following location(s):
•Firms à File Maintenance à Routines Drop-Down Menu à
•Firms à File Maintenance à Contributions Tab à Context Menu on Contribution Transactions Grid à
•Utilities à Routines à Cash Receipts à Cash Receipts Batch Entry
Example: When the routine is launched a window will open
This window is made up of several groupings detailed below.
Note: This is the same screen used in Dues Payment so not all groupings are applicable to this routine.
This grouping is not applicable to this routine, so all of the fields are disabled.
All contribution accounts and sections will be displayed in the Contributions/Collections grid. Check the Pay box in the grid and enter the payment amount.
The Marketing Source drop-down list is a user defined list. The field can track what marketing material prompted the firm to send in the contribution.
Note: There is a system preference that controls if the Marketing Source is required or not. The Require Dues marketing source selection for contributions preference is found in File – System Preferences – Dues – General. If the preference is checked the system will require a marketing source when a contribution payment is entered.
The Fund drop-down list is a user defined list. The field can track what contribution fund the payment is for.
Check the Anonymous Donation check box if the firm does not want to be recognized for making the contribution.
The Transaction Year will default to the current dues year set in the system. If the transaction is for a previous or future dues year you need to change the Transaction Year to the appropriate year.
If the firms Money on Account will be used, enter the amount in the Apply from Firms MOA field. Note: The Apply To field for Names MOA will be disabled because it is not applicable in this routine.
This group box gives a recap of the payment being applied.
This grouping is not applicable to this routine, so all of the fields will show zero.
When all the information has been added, click OK to continue.
When the routine is launched from Firms File Maintenance, the Credit Card Payment window will open unless the full amount to be paid was applied from Money on Account.
When launching the routine from Cash Receipts Batch Entry, in the Check Item Entry group box, you must use the Firm button. Then enter the firm check information.
When a firm check is entered an arrow will be displayed on the Dues Payments button in the Apply To group box.
Click on the down arrow to the right of the Dues Payments button to open a listing of options. The listings are Apply to Linked Members, Firm Contribution and Group Payment. Select Firm Contribution to launch the routine.
Watch the Firm Contribution video:
See also