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    Gift Processing Steps
    • 09 Oct 2023
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    Gift Processing Steps

    • Updated on 09 Oct 2023
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    Gift Processing Steps

    The following table outlines high-level steps to set up and process gifts.

    Step

    Action

    Location

    1

    Add a Profile record for the Donor (if not on file).

    See Profile Entry in the Profile Management module.

    Gifts or Profiles

    2

    Add a Donor record (if not on file).

    See Create a Donor Record.

    Gifts or Profiles

    3

    Add a Fund record and autobuild G/L accounts (for new Funds).

    See Create a Fund Record and Autobuild G/L Accounts in the Fund Management module.

    Funds

    4

    Enter the Gift.

    See Gift Entry.

    Gifts

    5

    Print an error-free Gift Edit report.

    See Run the Gift Edit Report.

    Gifts

    6

    Export to Gift Acknowledgement.

    See Run the Gift Acknowledgements Export.

    Gifts

    7

    Post the Gift to Gift History and the G/L Journal.

    See Post Gifts.

    Gifts

    8

    Print an error-free G/L Journal Edit report.

    See Run the G/L Journal Edit Report in the General Ledger module.

    General Ledger

    9

    Post the General Ledger Journal to G/L Accounts.

    See Post the General Ledger Journal in the General Ledger module.

    General Ledger

     

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