Processes Tab (Unposted Gifts)
- 14 Jul 2023
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Processes Tab (Unposted Gifts)
- Updated on 14 Jul 2023
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Processes Tab (Unposted Gifts)
The Processes tab has four options that allow you to edit and post Gifts, export Gift acknowledgement information (for acknowledgement letters), and create deposit forms for Gift and non-Gift receipts.
Refer to Processing Gifts for more information.
Processes Tab
Processes Tab Options
Option | Description |
|---|---|
Gift Edit Report | Runs the Gift Edit report, where you can verify that Gift entries do not contain errors or omissions. It provides a list of all unposted Gifts, along with a summary of the number of transactions and errors found. You must run an error-free Edit report in order to post your Gifts. Refer to Running the Gift Edit Report for more information. |
Gift Deposit Form | Runs a utility that allows you to create a deposit form for Gift and non-Gift receipts as a detailed report to go along with your deposit slip. You can use this report as an in-house record of gifts and non-gifts deposited on a particular day. Refer to Creating a Gift Deposit Form for more information. Note: This utility is only available for unposted Gifts. |
Gift Acknowledgment – Export | Runs an export that creates a data file you can use to create acknowledgment letters in a word processing program (for example, Microsoft Word). |
Gift Posting | Posts Gift information to history and creates General Ledger Journal Entries for each posted Gift. Note: You cannot run Gift Posting directly from this tab. You must run an error-free Gift Edit Report first, and then click Post Gifts on the FIMS Viewer menu bar. |
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