Processing voluntary contributions

Voluntary contributions are processed differently from normal payments as the amount is a donation and is therefore not paid off an account. Voluntary contributions can be part of another payment, or a complete payment. To process a voluntary contribution:

1. If part of the cheque is to pay off a debtors account, process that in the normal way. See Processing cheques from debtors (on page ).
2. Type the voluntary payment amount into the Amount field on the Fees tab.
3. Select the G/L Allocations tab.
   Tip: Press Alt + N twice to jump to this tab.
   The total amount of the cheque and the amount already allocated to the debtor's account are displayed.
   
4. If you have a fund set up for the type of voluntary contribution, select it in the Donation Fund field.
   Note: Funds are maintained in the luFund lookup table. See luFund lookup table in the Synergetic Finance manual.
5. Enter the G/L Code for the voluntary contribution.
   The amount not allocated to an account is displayed in the Amount field.
   Tip: If you have selected a Donation Fund from the drop-down list the G/L Code and Tax Code fields are automatically populated.
6. Enter the amount to allocate in the Amount field.
7. Select a Tax Code.
8. Enter a Description.
   Tip: Press Alt + C or click to copy the name of the drawer from the Payment Detail tab into the Description field.
9. Click .
   The amount outstanding is allocated to the selected G/L code.
   The Create New Pledge Receipt window is displayed.
10. Create a pledge receipt for the voluntary contribution. See Creating new pledge receipts in the Development manual.