Home → Campaign Manager → Financial - Transactions → In-Kind Contributions
10.5. In-Kind Contributions
There are three ways to manually add an In-Kind 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 In-Kind:
This will open up a new In-Kind contribution. Fill in all applicable fields. Contributor, Value, and Date are required in order for the In-Kind contribution to save.
Descriptions of Fields in a New Contribution:
Contributor* - Name of entity making in-kind *Required Fields
Value* - Value of in-kind
Date* - MM/DD/YYYY format of in-kind date
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
Election Period - Choose election period
Batch - Optional tracking feature used to group together transactions
Account - Select Account
Event - Select Event, if the in-kind is associated with Event set up in our event builder
Allocation - Used in specific compliance reporting needs
Thanked - Date in-kind was thanked
Force Itemize check box - Check to force the contribution to pull to compliance report
Force Unitemize check box - Check to force the contribution not to pull to compliance report
Save Buttons
Save - This saves the new in-kind and keeps the screen open
Save/Close - Saves the new in-kind, closes out the window and returns your screen to the main Register
Save/Next - This saves the in-kind, then opens up a subsequent new in-kind. Several fields are what we refer to as sticky, so they'll auto-fill into the new in-kind so you won't need to re-select them.
2. Adding an In-Kind 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 in-kind 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 in-kind 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 In-Kind.
This will open up a new in-kind. Fill in Contributor, Value, Date, and any other applicable fields, then choose a save button.