Simplified Steps for Entering Donations

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Simplified Steps for Entering/Editing Donations

Here is a simplified description of how to enter/edit donations.

1. Click the Donations icon. If you are signed on as a teller go to the Teller menu and choose Enter/edit Donations.

2. Give the date of the donations you are going to enter then press the Tab or Enter key. To edit donations you have already entered, just type the date of those donations. To see a calendar, click the date box.

3. Find the donor who made the donation, by typing an envelope number, donor#, part of the name or part of the phone#. (To change how Donarius searches by name click here.)

4. Enter the donation amounts in the appropriate categories.

5. If you wish to print a bank deposit report then enter how the donation was made by entering a check # or selecting another payment method. When the cursor is in a category box, press C to move it to the Check# box or press B to select Cash/Bills. You do not have to take your hand off the keyboard to move the mouse.

6. Each donation can have a note or memo attached to it. Just enter some text in the Note field.

7. Press the Enter key to store the donation for this donor. The cursor should autmatically move back to the Env # or Donor # box. You do not have to take your hand off the keyboard to move the mouse. (This movement of the cursor can be changed in the Preferences window.)

8. If you have two donations by the same donor on the same date then enter the first one then press the F8 key while on the first donation. You will see #2 shown in red to indicate that you are entering a second donation for this donor.

9. Repeat steps #3 - #8 for each donation then click [Done] in the menu bar or press F10 to save them.

To learn more details, read the other topics under Enter/Edit Donations Overview.

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