After matching plans have been set up by your administrator, you can enter matching gifts when applicable. The following rules apply to matching gifts:
To enter a matching donation, select the Matching Plan tab on the Enter and edit gifts window. You should specify the Gift Amount before selecting the Matching Plan tab. Otherwise, a message informing you that you should specify a gift amount before selecting a matching plan displays when you attempt to select a matching plan on the Matching Plan tab.
You will not be able to create a matching donation if the Date Received is not within the date range specified for the matching plan, if the Gift Amount is not within the amount range for the matching plan, or if the matching plan was set up with interest codes that do not exist in the fund where the donation is being made.
Note: If the matching amount for a gift is equal to 0, a message displays asking you to select another matching plan, and the Match % and all associated fields are cleared.
10.6 Production Release. Updated 2/16/2006 2:39:09 PM
© 2009 by Advanced Solutions International, Inc.
All rights reserved.