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:
- If part of the cheque is to pay off a debtors account, process that in the normal way. See Processing cheques from debtors.
- Type the voluntary payment amount into the Amount field on the Fees tab.
- 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. - 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 (Finance) in the Synergetic Finance manual. - 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. - Enter the amount to allocate in the Amount field.
- Select a Tax Code.
- 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. - Click .
The amount outstanding is allocated to the selected G/L code.
The Create New Pledge Receipt window is displayed. - Create a pledge receipt for the voluntary contribution. See Creating new pledge receipts in the Development manual.