Record gifts from the offering or the mail

Record each gift against the household it came from, so each family's tax receipt adds up. Enter a day's gifts together, then check the totals against the deposit slip.

Steps

1. On the home page, press Record gifts.
2. Check Gifts received on shows the day the gifts came in. To record another day, change the date and press Show.
3. For each gift:
   1. Choose who it's From. If they're not in the list, press Add the household first. See Add and update households.
   2. Type the Amount, for example 50 or 25.50.
   3. Choose How it came in: cash, cheque, e-transfer, card or other.
   4. What it's for is usually General. Change it for gifts to a fund, for example Missions or Building fund.
   5. Add a Note if useful, for example the cheque number.
   6. Press Save the gift. The form clears and keeps how gifts came in, ready for the next one.
4. When you're done, check Recorded so far. The totals by cash, cheque and so on should match your deposit slip.
5. When the gifts go to the bank, press Make a deposit so they're in the books too. See Deposit gifts so they're in the books.

If a gift was entered by mistake

1. Find it in the list under Recorded so far.
2. Press Remove, then Yes, remove it.
3. Enter it again correctly.

A gift that's already on a tax receipt can't be removed. To correct it, the receipt has to be cancelled and replaced first.

A gift that's in a deposit can't be removed either. Undo the deposit first (see Deposit gifts so they're in the books), then remove the gift and deposit again.

Good to know

• Enter each cheque separately, even when several come from one family. The cheque numbers then match the deposit.
• Count cash with two people, and both sign the count sheet. See Good practice for counting and recording gifts.
• Of this, for the school only shows if your church runs a school. Use it only when the giver asked for part of the gift to go to the school.
• Accountants and auditors see the gifts and totals but can't change them.