The Enter gifts page in the Staff site lets you quickly enter new gifts or single pledges based on default values. You can set the default values for a specific gift or pledge for each session. After setting the default values, you can enter as many gifts or pledges as needed in one session.
- From the Staff site, go to Fundraising > Enter gifts.To customize the Enter gifts table, enter the field default data.
- Click Go. The Enter gifts window is updated with a table for data entry
- In the table, enter the donation information. You can override the value in any of the multiple entry fields for any gift or pledge
- Click Save.
Keyboard Shortcuts on the Enter gifts page
Once your cursor is in the table, you can complete data entry without using the mouse:
- Tab – moves from left to right
- Enter on an icon pops up the needed window (Search or Add donor information)
- Arrow Down – moves the user to the donor id field at the start of the next row
- Alt+S – submits the batch to iMIS
Note:
When using the Enter gifts page, gifts paid for in cash or by check cannot be entered in the same batch as gifts paid for with debit or credit cards. Instead, cash and check gifts must be entered in a batch enabled for cash.
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