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Navigate to the individual donor
Navigate to the main menu > Person Selected > Gifts
Click Add Gift
Fund Code: A category that describes an initiative the gift was related to (e.g. Annual Fun) Funds configured in Alum/Dev > Alumni Funds
Gift Amount: The dollar value of the gift
Gift Date: The date of the gift
Transaction Code: The associated transaction code
Split Amount: By default, the system will apply 100% of the gift to the general ledger account associated with transaction code. To apply a portion of the amount to another account, enter the amount here.
Split Amount CC-GL-Fund: By default, the system will apply 100% of the gift to the general ledger account associated with transaction code. To apply a portion of the amount to another account, enter the amount in the Split amount field and select the account here.
Payment Type: The method of payment. Options set in STParm XXPMTY
Check #: The number of the check of the donation
Primary Constituent Code: Relationship of the individual to the institution. Configurable option. Set in STParm MMCONS
Appeal Code: Configurable option. Set in STParm MNSRNO
Solicitor Code: Configurable option. Set in STParm XXSLNO
Campaign Code: Configurable option. Set in STParm MNCATG
Purpose Code: Configurable option. Set in Alum/Dev > Gift Purpose
Anonymous Code: Configurable option. Set in STParm MNANCD
In-Kind Code: Configurable option. Set in STParm MNIKCD
Pledge Code: Configurable option. Set in STParm MNPLCD
PET#: Project Expense Tracking number. A way of grouping transactions by this value. Options set in Accounting > Project Headers and Accounting > Project Details
Thank You Template Name(Member M): Optionally enter the name of an activity that will trigger. The activity must reside in activity tracking template member M.
Comment 1: Internal text to describe the gift (Freeform comment field that can be edited. Edits will be Audit Logged)
Comment 2: Internal text to describe the gift (Freeform comment field that can be edited. Edits will be Audit Logged)
Click Save
The transaction will be posted once it is posted using Gift Cash Batch Listing (Alum/Dev > Gift Cash Batch)