Contents - Index

Entering the same amount/info for a group of people

You may have several donors who all give the same amounts to one or more categores. When entering donations you can copy the amounts from one donor to the others. This can also be used if you are entering the amounts from numbered envelopes and have sorted them by amount.  You will probably find that many donors have the same amount. (When you have several similar "Gifts with Advantage" to enter, this will also work.) Follow the steps below to speed up entering the donations:

1. Click the Donations icon.  With the demo/trial version you must choose donations from the pop-up menu.

2. Give the date of the donations you want to enter then press the Tab key.

3. Type the envelope # of the first envelope and press Tab. (or read the envelope # barcode)

4. Enter the amount in the correct category.

5. Click Same amount/info as previous. The cursor will move to the env# box if you have setup your Preferences to move the cursor there when you enter donations.  (You can also find another donor first, then click this.)

6. Enter the next envelope # and press Tab (or read the envelope # barcode) The amount from the previous donation will appear in the same category and the cursor will move back to the env# box. (For a "Gift in Kind" or a "Gift with Advantage" all the other info will be copied too.)  Check that the donor and amount are correct.  If the donor already had a previous amount in the category, then the amount will not be copied.  If you have found an envelope with a different amount, then tab to the category and enter the new amount. (If the donor is wrong, delete the amount.)  Then press Enter or click on the Env # box.

7. Continue until you have entered all the donations.

If you have different envelopes for different categories, you should enter all the donations for one category then save them by clicking [Done].  Then you should enter the donations for the other category.  Since you have already saved the amounts in one category those will not be copied when you are doing the second category.  This only works if you save the donations in the first category.  If you don't save them and you are copying from a donor that gave to two categories, then the amounts in both categories will be copied.

When there is a checkmark on Same amount as previous there are times when you go to another donor but you do not want the amount copied to the other donor. In the cases below, the amount will not be copied:

1. You press Page Down or Page Up.

2. You click Next or Previous.

3. You go to a different donor by pressing F4 and searching for the donor.

If you have encoded the envelope number as a barcode on your numbered envelopes it will also speed things up.  You should setup your barcode scanner to add a TAB or CR character after the envelope number.  When scanning the envelope, first put the cursor in the Env # box.  You can also encode the donor # as a barcode on your letters or the return portion.





© 1998-2023 Nuverb Systems Inc.          "Software Tailored for You"