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10.7. Memo Contributions

There are three ways to manually add a Memo Contribution:
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 Memo Contribution:

This will open up a new Memo Contribution. Fill in all applicable fields. Contributor, Amount, and Date are required in order for the Memo Contribution to save.

Descriptions of Fields in a New Memo Contribution:

Contributor* - Name of entity from which the Memo Contribution originated     *Required Fields
Amount* - Monetary amount of memo
Date* - MM/DD/YYYY format of Memo Contribution date

On the General tab:
Reporting Description- Data entered into this field will pull to applicable compliance reports
Internal Memo - Internal tracking field
Include in Limit Checking - Check to include
Exempt Legal Memo - Check if applicable
Election Period - Choose election period
Account - Select Account
Batch - Optional tracking feature used to group together transactions
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
New Line of Credit - Check if applicable

On the Intermediary tab:
Intermediary - Search for intermediary transaction
Amount - Monetary amount
Date - MM/DD/YYYY format

On the Linking>Advanced tab:
Link to Receipt
Link to Disbursement
Custom Fields (if applicable)

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 Memo Contribution 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 Memo Contribution.

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 Memo 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 Memo Contribution 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 Memo 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 Memo Contribution.

This will open up a new Memo Contribution transaction. Fill in the Source, Amount, Date, and any other applicable fields, then choose a save button.