Home → Campaign Manager → Financial - Transactions → Contributions
10.3. Contributions
There are three ways to manually add a Contribution:
1. From the Register
2. Through the contributor's record
3. From Batches/Deposits
1. Adding a Contribution from the Register
Hover your mouse cursor over the Financial tab, then click on Contribution:
This will open up a new Contribution. Fill in all applicable fields. Contributor, Amount, and Date are required in order for the contribution to save.
Descriptions of Fields in a New Contribution:
Contributor* - Name of entity making contribution *Required Fields
Amount* - Monetary amount of contribution
Date* - MM/DD/YYYY format of contribution date
Payment Method - Choose from one of the following options: Cash, CC, Check, Credit Card, EFT, or Other
Check Number - Internal number of check, if applicable
Bank Number - Internal field (similar to Internal Memo) that can be used to track/save any internal info
Reporting Description - Data entered into this field will pull to applicable compliance reports
Transaction Category - Select existing category or add new one by clicking Create Transaction Category
Internal Memo - Internal tracking field
Reporting Code - Select reporting code if needed
Election Period - Choose election period
Batch - Optional tracking feature used to group together transactions
Account - Select Account
Reconciled - Date when transaction was Reconciled
Event - Select Event, if the contribution is associated with Event set up in our event builder
Save Buttons
Save - This saves the new contribution and keeps the screen open
Save/Close - Saves the new contribution, closes out the window and returns your screen to the main Register
Save/Next - This saves the contribution, then opens up a subsequent new contribution. Several fields are what we refer to as sticky, so they'll auto-fill into the new contribution so you won't need to re-select them.
2. Adding a Contribution from a Contributor Record
Use the Contacts search or Search Records bar to pull up an existing record or create a new record. From the record's profile page, follow the steps in the screenshot below:
1. Click on the Transactions tab.
2. Click New Transaction.
3. Select Contribution.
You'll see a new contribution open up. Fill in Contributor, Amount, and Date, and any other applicable fields, then choose a save button.
3. Adding a Contribution from Batches/Deposits
See our Help File here on Batches/Deposits. Batches allow you to group together financial transactions. You can easily bulk edit the entire batch of transactions, or easily pull a list of all the transactions in that batch.
To add a new contribution from a Batch, first pull up the Batches/Deposits screen by hovering your mouse cursor over the Financial tab, then by clicking on Batches/Deposits:
To add a new contribution to an existing batch, follow the steps pictured in the screenshot below:
1. Click the Batch tab.
2. Choose the existing from the list on the left-hand side.
3. Click the New Transaction button.
4. Click Contribution.
This will open up a new contribution. Fill in Contributor, Amount, and Date, and any other applicable fields, then choose a save button.