Over a year ago (Jan. 2016) I blogged about 3 changes on the post bundle page that make posting contributions easier for you. We have added quite a few new clients since then and some of you may have missed it the first time. So, I am reposting about these 3 helpful additions.
- Split into Multiple Funds – When you have a dollar amount already entered for a donor and you need to divide it among several funds, just click Actions > Split and enter the amounts separated by a space. If you have 3 funds, enter only 2 amounts. The third fund will be the initial entry. Now just select the correct fund for each amount.
- Adding Missing Check Numbers – If for some reason your bank import misses a check number, you can easily add that to the contribution. The word Empty will display where the check number should be. Just click on that and enter the check number.
- Access a People Record – When you posting contributions, sometimes you need to view a people record to make address changes or verify something. Once you enter the PID# or the person’s name and add that entry, you can click on the person’s name which will open the people record in a new tab. This makes it so easy for you to update an a record without losing your place posting contributions.
All 3 of these time-savers are demonstrated in this short (under 2 minutes) video.