From Fund Raising, select Enter and edit gifts
The Overview tab on the Enter and edit gifts window uses the following fields and data entry procedures:
Donor area
Displays the current donor's ID, name, title, and home phone number.
Address area
Displays the current donor's company name and preferred mail address.
Pledges area
Displays the following information about the current donor's pledges:
Gifts area
Displays the following information about the current donor's gifts:
Gift entry mode area
Standard Gift Entry Mode or Rapid Gift Entry Mode displays to indicate the current gift entry mode.
ID
Specifies the iMIS ID of the individual making the gift or pledge.
Transaction Date
(Display only) Displays the batch date if batch control is enabled, otherwise displays the current date.
Date Received
Enter the date that the pledge was made or that the money for the gift was actually received by. The default date is the batch date (if batch control is enabled) or the current system date.
Gift Type
(Required) Select the gift type from the drop-down list of gift types, which include the following:
Gift Amount
Enter the total amount of the gift or pledge.
Request
(Optional) Enter any requests associated with the gift or pledge, or click the lookup icon to list all of the requests for the current donor that have not yet been assigned to a gift record.
If you select a request, the amount of the requested contribution that was entered in the Request Entry window is displayed in the Gift Amount field. You can override this by entering a different amount in the Gift Amount field.
Distribution
Enter the distribution or premium associated with the gift or pledge, or click the lookup icon to list all of the currently defined distribution and premium codes.
Although the distribution has been predefined, you can override the distribution by manually entering a different combination of appeal, campaign, or fund if the Allow free entry of Fund option is enabled by your administrator.
The Distribution field is disabled if a split gift is being entered.
Appeal
(Optional) Enter the appeal associated with the gift or pledge, or click the lookup icon to list all of the currently defined Appeal codes. If Campaign and Fund codes are set for the selected Appeal code, these fields are automatically populated with these values.
Campaign
(Optional) Enter the campaign associated with the gift or pledge, or click the lookup icon to list all of the currently defined Campaign codes. If a Fund code is set for the selected Campaign code and the Fund field is enabled, the Fund field is populated with the set value.
Fund
(Required) Enter the fund associated with the gift or pledge, or click the lookup icon to list all of the currently defined Fund codes. The fund associated with the distribution specified in the Distribution field automatically displays in this field, but can be overridden if the Allow free entry of Fund option is enabled by your administrator.
The Fund field is disabled if a split gift is being entered or if the Allow free entry of Fund option is disabled by your administrator.
List as
(Optional) Enter the name that the donor is to be "listed as" on all reports and acknowledgements for the gift or pledge. The default List as value is set on the Donor Data tab on the Manage customers window (from Customers, select Manage customers, open a customer record, and select the Donor Data tab); you can override this value.
If you override the List as value in this field, the List as value specified in the Donor Data tab on the Manage customers window is not changed.
Solicitor
(Optional) Enter the ID of the individual who obtained the gift or pledge, or click the lookup icon to list all of the customer records that have the Solicitor option enabled (from Customers, select Manage customers, open a customer record, and select Solicitor Data). The default Solicitor value for a customer ID is set on the Donor Data tab on the Manage customers window (from Customers, select Manage customers, open a customer record, and select the Donor Data tab); you can override this value.
Note: When you click the lookup icon, company IDs are listed alphabetically and then individual IDs are listed alphabetically.
Soft Credit
(Optional) Enter the ID of the individual who will receive credit for the donation, but who is not the primary donor, or click the lookup icon to select an ID. This information displays in the Fund Raising History window. The following buttons are associated with this field:
See Gift - Name/Address - Soft Credit window for information on the Gift - Name/Address - Soft Credit window.
Check #/CC/In-kind/Asset
Enter the type of payment transaction, such as cash, check, credit/debit card payment, in-kind gift, or asset, or click the lookup icon to select the kind of transaction. This field is only enabled for the Single Gift and Installment gift types.
You can use an existing AR/Cash or Fund Raising credit to make a gift payment or installment pledge down payment by entering an asterisk (*) and pressing Tab. This will display a list of all open credits for the donor ID, with an option to view all open credits for all IDs.
See Select Open Payments window for information on the Select Open Payments window.
In-kind Description
(Optional) Enter the description of the in-kind gift. This field is only enabled if INKIND is entered in the Check #/CC/In-kind/Asset field and Tab is pressed.
Credit Card Number
(Required for credit/debit card transactions) Enter the card number. This field is disabled until a valid credit/debit card type is entered in the Check #/CC/In-kind/Asset field and Tab is pressed.
CSC
(Optional for credit/debit card transactions - displays only when the associated card authorization account accepts a CSC number for immediate or deferred authorization) Enter the card CSC number. This field is disabled until a valid credit/debit card type is entered in the Check #/CC/In-kind/Asset field and Tab is pressed.
Expiration Date
(Required for credit/debit card transactions) Enter the expiration date (in MM/YY format) of the card. This field is disabled until a valid credit/debit card type is entered in the Check #/CC/In-kind/Asset field and Tab is pressed.
Name on Credit Card
(Required for credit/debit card transactions) Enter the name of the individual on the card. This field is disabled until a valid credit/debit card type is entered in the Check #/CC/In-kind/Asset field and Tab is pressed.
Authorization
(Required for credit/debit card transactions) Enter the authorization code for the card payment. This field is disabled until a valid credit/debit card type is entered in the Check #/CC/In-kind/Asset field and Tab is pressed.
Issue #
(Optional for European debit card transactions - displays only when the associated cash account accepts an issue number) Enter the European debit card issue number. This field is disabled until a valid European debit card type is entered in the Check #/CC/In-kind/Asset field and Tab is pressed.
Issue Date
(Optional for European debit card transactions - displays only when the associated cash account accepts an issue date) Enter the European debit card issue date (in MM/YY format). This field is disabled until a valid European debit card type is entered in the Check #/CC/In-kind/Asset field and Tab is pressed.
Receipt Number
(Optional) Manually enter a unique receipt number. When a receipt number is entered manually, the Do not Print Receipt field is automatically enabled. This field is only enabled for the Single Gift type. You cannot edit a gift associated with a manual receipt after the gift has been saved.
Do not print receipt
If this option is enabled, a receipt will not be printed for the current gift in the Generate Receipt process. This field is only enabled if Single Gift is selected as the gift type.
Transaction
(Display only) The transaction number associated with the gift or pledge displays in this field when you click
or when a record is loaded.Usual Cost
(Display only) If a Distribution code is entered, the usual amount donated for the Distribution displays.
Matching Transaction
(Display only) If a company matches the donations of its employees, the transaction number of the company's matching donation for the employee donation displays, and vice versa.
Matching Request
Displays the transaction number associated with the matching request (applies only to matching gifts). If the Create Matching Pledge option is not enabled by your administrator and a matching plan is assigned to an employee, a matching request (rather than a matching transaction) is created for the employer. When the employer is later ready to commit to a donation, a gift based on this matching request can be created.
Displays any matching transaction on the Overview tab in the Enter and edit gifts window. This button is only enabled if there is a matching transaction and the Enter and edit gifts window is not in data entry mode.
Clicking Original Transaction because this field displays the transaction number of the donor who gave the original gift. If the original employee donation is displayed, the field label will remain Matching Transaction.
changes the label of the matching transaction field. If the employer's matching donation is displayed, the matching transaction field will be labeled
Activates rapid gift entry. This button only displays if the Allow Rapid Gift Entry option is enabled by your administrator.
10.6 Production Release. Updated 2/15/2006 3:21:04 PM
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