Home → Campaign Manager → Financial - Transactions → Misc. Income
10.6. Misc. Income
There are three ways to manually add a Misc. Income transaction:
1. From the Register
2. Through a record profile page
3. From Batches/Deposits
1. Adding a Misc. Income transaction from the Register
Hover your mouse cursor over the Financial tab, then click Misc. Income:
This will open up a new Misc. Income transaction. Fill in all applicable fields. Source, Amount, and Date are required in order for the Misc. Income to save.
Descriptions of Fields in a New Contribution:
Source* - Name of entity from which the Misc. Income was received *Required Fields
Amount* - Monetary amount of income
Date* - MM/DD/YYYY format of Misc. Income 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 Code - Select reporting code if needed
Transaction Category - Select existing category or add new one by clicking Create Transaction Category
Reporting Description- Data entered into this field will pull to applicable compliance reports
Internal Memo - Internal tracking field
Election Period - Choose election period
Batch - Optional tracking feature used to group together transactions
Account - Select Account
Reconciled - Date when transaction was Reconciled
Allocation - If applicable, choose allocation from this drop-down
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 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 Misc. Income from a Record Profile Page
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 Misc. Income.
You'll see a new Misc. Income transaction open up. Fill in Source, 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 Misc. Income transaction from a Batch, first pull up the Batches/Deposits screen by hovering your mouse cursor over the Financial tab, then by clicking Batches/Deposits:
To add a new Misc. Income 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 Misc. Income.
This will open up a new Misc. Income transaction. Fill in the Source, Amount, Date, and any other applicable fields, then choose a save button.