Development Fund Quick Posting

With quick postings, you can update financial information and post electronic giving to multiple records at the same time. There is no limit on the number of records you can process at one time.

Suppose you want to assign terms and rates information to a family. You can open the family's record and enter the information in the Fund Window. If, on the other hand, you want to assign the same terms and rates to 20 families, you can run the Terms and Rates Entry quick posting. The information is automatically posted to all the selected records without opening them individually.

CAUTION:

For quick postings that alter data, we recommend creating a backup first.

On the Diocese tab, click Development Funds > Quick Posting. Pick a topic in the navigation menu to learn more about it.