Donation Process Overview
A general overview of the different donation processes. These processes vary depending on how you enter the donation into MinistryPlatform.
Cash & Check Scanning Process
- Batch the donations while counting.
- Scan, balance, and end processing day in the Batch Manager Tool.
- Finish distributing the imported donations.
- Finalize the batches.
- Assemble the batches into deposits.
- Export deposits to the accounting system.
Tip: Want to see an overview of donation processing? Check out the Donation Processing webinar in the MinistrySmart Academy!
Manual Entry on the Donations Page (rare)
- Create the donation.
- Distribute the donation in the tab by clicking New.
- Batch the donation.
- Export the deposits to the accounting system.
Appearance on Contribution Statements
Regardless of the manner in which a donation is entered into MinistryPlatform, a few things MUST be true for that donation to show on a donor's contribution statement:
- The donation must be distributed to a tax-deductible program.
- The donation must be properly dated and credited to the individual or entity who gave the money to the church.
- The donation must be part of a batch.
- The batch must be finalized.
- The batch must be deposited.