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Set Up a Loose Collection

You can record cash contributions that can't be attributed to a particular record. Add a family or institution record called "[Loose" and then open funds for that record as needed. This makes it possible to track the total loose collection on a regular basis.

  1. Click either Families on the Families tab or Parishes & Facilities on the Parishes & Facilities tab.
  2. At the top, click Add <record>.
  3. In the ID field, enter [Loose.
  4. In the name field, enter [Loose.
    Note: The left square bracket and the term "Loose" are required. This naming makes it the last record in your list when ordered by ID or name.
  5. At the top, click Save.
After you set up a loose collection:
  • You can include the loose collection record when printing family and financial reports.
  • You can post amounts to the loose collection using a quick posting or by posting it directly in the Rates/History/Keywds window.
  • In the quick posting and financial total reports, amounts posted to the loose collection record are totaled separately and printed after the family totals.
  • If you want to track the loose contributions for multiple services, you can set up special activities within the fund that can be used to identify each service.