Create a Donation, Delete the Transaction and View for a Specific Period

Money received by the institution in the form of a donation or a grant can be recorded as a donation transaction. To add a donation, go to:

Menu > Administration > Finance > Donations > New

  1. Enter a name for the donor.
  2. Select a transaction date.
  3. Complete the rest of the fields.
  4. Click Add.
  5. You can also click Print receipt to preserve a hard copy.

Donation transactions can be deleted at any time but they can’t be edited.

  1. If you stay on the Donations page, you can use the From and To date fields to search for the transaction.
  2. Then select delete by the one you want to remove.

If you would like to view transactions for a specific period, you can select a date range for the transactions you want to view.

 

 

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