Add Donation Agreement Mark with airSlate SignNow

Add Donation Agreement mark

you can access the enter donations individually form from t places either go to the gifts tab of the startup form and click enter donations individually or go to the gifts menu at the top of the screen and click enter donations individually then click the new donation button next choose the donor click the show from button on a list of all the donors will open if you prefer you can press the f2 key on your keyboard instead to open the list the list will be alphabetical you can scroll through the list to find the correct donor or type a few lashes if the donors last name and you'll be taken to the correct place on the list click on they're heading for first name if you want to start typing letters of the donors first name when the correct donor is highlighted you can either press enter click the ok button or double click on that donor the cursor will jump to the date field enter the date of the donation either by typing it in with the keyboard using the date selector or using the today button to quickly enter it today's date next is amount 10 pounds has been entered automatically as 10 pounds is the pledge on this donors record you can enter or change the amount by typing with the keyboard the purpose has been entered automatically as that's the donors default purpose default purposes are entered on the donors record see the video on entering donors part 2 for more information on default purposes in this case the donation has been given for a different project so we need to change the purpose we will click on the small arrow button and we can choose a different purpose from those listed note that you cannot create a new purpose here to create a new purpose you need to close this form go to the master tables menu and select purposes there's a separate video describing this process once again the method has been entered automatically as that's the donors default method you can enter or change the method in exactly the same way as the purpose the budget reference will default to today's date although you can change it if you wish you will come across but references in other parts of donations coordinator they are there to help group together donations until at the same time and in the same way we suggest you least about references as they are unless you have a good reason to change them and the load number the default envelope number for this donor is selected automatically if the donor has more than one envelope number you could change the number used for this donation by clicking on the small arrow and choosing a different number from the list in our case the donor has given by check rather than by envelope and so we will select non-applicable the claim tax box is ticked as the default set on this donors record is declined tacks if this donation was not gift aided then we could untok claim tax you'll notice that we are not able to take the eligible for God's box that's because the donation is eligible for gift aid in the comments field you can either click the small arrow to open a list of standard comments or you can type in a different comment the standard comments are setup and master tables let's say this donation has been received as a result of a special appeal we could type special appeal in the comments field we are now ready to save the donation but before we do let's discuss what the lock tick boxes are for ticking a lock box will lock down the data entered in the selected field so that it stays in place when entering the following donations this can save you time when entering a lot of similar donations note that you should tick lock after entering data in the relevant fields and not before currently we're entering donations received as part of a special appeal for the use purpose all the other donations were about to enter have been received on the same date for the same purpose and should have the same comment so we'll take the lockboxes a date purpose and comment and no will click Save that's all you need to do to enter one donation you could close the form at this point if you wish or to add another donation click the new donation button will enter the next donor the date is already entered as it's been locked the donors default amount is entered the purpose is already entered as it's been locked the donors default method is selected and the batch reference is automatically entered it will be the same for any other donations enter today using the entered donations individually page the envelope number default to not applicable as the donor has no default and volokh number this donation is God's eligible so we walk on a tick claim tax and tick eligible for gaps click the blue question mark to see a list of criteria the donor must meet in order to claim guards the same information is also available on the left side of the window the red ? next a method gives us information about how the methods must be set up in order for you to take eligible forgets the comment is already entered because it is being locked if everything is correct click save click new to add another donation will begin entering another donation if you need to change your field that's been locked just untick the lock button like this if you're part ways you're entering a donation but don't wish to continue you won't be able to close the form with the close button you must first click the cancel button on the top toolbar and then you can click clothes and that's one way of entering donations you