When using the Rapid Gift Entry window, gifts paid for in cash or by check cannot be entered in the same batch as gifts paid for with debit or credit cards. Instead, cash and check gifts must be entered in a batch enabled for cash. When you create a batch for a cash or check gift entry, select an account from the Cash Table field that is set up for cash (from AR/Cash, select Manage batches).
Note: If the Multi-use checkbox is labeled in Fundraising > Set up module, then the generic checkbox appears next to the Notes column in the Rapid Gift Entry table. The checkbox is the last field on each line item in the grid.
Keyboard shortcuts for Rapid Gift Entry
Once your cursor is in the table, you can complete data entry without using the mouse:
■ Tab – moves from left to right
■ Enter on an icon pops up the needed window (Search or Add donor information)
■ Arrow Down – moves the user to the donor id field at the start of the next row
■ Alt+S – submits the batch to iMIS
To use Rapid Gift Entry
1. Open the Rapid Gift Entry window.
□ From your administrative view, select Fundraising > Rapid Gift Entry.
□ From the web, click the Donations tab.
2. To customize the Rapid Gift Entry table, enter the field default data.
Note: On the web, the batch selected on the Rapid Gift Entry window is for Rapid Gift Entry transactions only. No other types of transactions can be entered.
3. Click Go.
The Rapid Gift Entry window is updated with a table for data entry.
4. In the table, enter the donation information.
You can override the value in any of the rapid entry fields for any gift or pledge.
Tip: On the web, save your entries before clicking another tab, or your work might be lost.
5. Click Save.
To substitute a credit card holder name
During Rapid Gift Entry, you can submit donations for a donor with a credit card under a different name by manually overriding the donor's name in the Name on Credit Card column. iMIS substitutes the correct name.
iMIS automatically associates the Name on Credit Card with the donor based on how you searched for the donor:
■ By ID number: The text [Default:Donor's Name] appears in the Name on Credit Card column. This indicates that the Name on Credit Card will be substituted with the donor's name.
■ By contact name: The name of the donor appears in the Name on Credit Card column.