Post Payments and Donations
With this quick posting, you can create a new batch to post. Or, if you previously created a batch but didn't post it, you can return to it.
Important Reminders:- A fund must have a fund identifier, fund name, and fund period.
- Before you can post information to a fund, it must have at least one group and activity.
- You can use this quick posting to add the fund to a family record, eliminating the need to return to the family's fund before a payment can be posted.
- If a family record hasn't been added, you can add it during this quick posting.
- With the flexible date feature, you can post entries outside of a fund's date range. So, you can post payments (with the actual date paid) to a pledge drive before it begins or after it ends.
- When you begin the quick posting, a batch number is assigned to the list of entries and posted to each family's Rates/History/Keywds window.