About the Contributions Page

The Contributions page provides access to your organization's contribution records. On this page, you can add new contribution records and manage existing ones. You can also apply criteria that enables you to find records that have specific characteristics in common, such those coming into the application from a specific giving source or those having the same posting date.

Access PermissionsAccess Permissions

Only users with Development User and/or Development Admin permissions can access contribution records. These permissions are set on the Diocese Directory & Web Solutions tab in the staff user's record.

What Is a Contribution Record?What Is a Contribution Record?

A contribution record contains detailed information about a gift, including the dollar amount of the gift, name of the giver, and its tax-deductible status. For details, go to Contribution Details.

Page Navigation Buttons

Overview

The illustration below identifies the main elements on the Contributions page. Click a numbered link to view a detailed description of the element.

When you first open the Contributions page, no contributions are displayed. To find a specific contribution, use the Search feature.

Collapse Button

By default, the Navigation Bar is expanded, so the entire name of each page is visible. If you need more viewing space in the right panel, you can collapse the menu by clicking . Doing so minimizes the menu so that only the page icons are visible:

To return the Navigation Bar back to the expanded position, click (Expand). Note that the state (expanded or minimized) of the menu that you specify on any page stays the same on all pages until you change it.

Navigation Bar

The Navigation Bar is the menu that sits on left side of the Contributions page (and on every other page in the module). The menu lists the module's primary pages and provides a way for you to quickly move from one page to another. When you want to view a specific page's content, simply select the page option.

Organization List

The Organization list is located above the Navigation Bar. By default, this dropdown list is closed and shows the name of the organization you are working in.

If you have access to one organization, the list displays the name of your organization. The dropdown functionality is disabled because you have limited access.
If you have access to multiple organizations, the list displays the name of the organization you are working on or last worked in. Select the organization’s name to display a list of all the organizations you have permission to access. If the list is long, you can either type the organization’s name into the Search Organizations field (see illustration below) or use your mouse to scroll through the list to find the organization you want and then select it.

Help Button

Click to access the Development Manager Help. The Help opens in a separate browser so that you can view it while working in the application. The Help provides an overview of Development Manager's concepts and features and offers step-by-step instructions on how to perform specific Development Manager tasks.

Initials Button

This button shows the initials of the logged-in user. Clicking the button display the Log Out option. Click this option to log out of Development Manager.

Toolbar

The Contributions toolbar, shown below, spans across the top of the page. The toolbar includes a Search box and a group of buttons that give you quick access to the functions you use most often on the Contributions page.

Search Feature

The Search feature provides a quick and easy way for you to find contributions without having to look through an entire list, which, depending on the number of contributions you have, can be pages long. Note that results of searches include only contributions to the funds the logged-in user has permission to access.

In the list below, click the arrowhead next to an option to expand it and view its description.

Information Icon Information Icon

The information icon appears to the right of the Search box. Place your mouse on the icon (without clicking) to see what type of information you can search for using the Search box.

Using the Search BoxUsing the Search Box

You can search by Contribution ID, Family ID, Member ID, Fund Name, or Batch Name by typing text into the Search box. When searching by name, type the full name or just few characters of the name into the box. Then, click to start the search. The list refreshes to show you the names of contributions matching your search criteria. For example, if a fund is named "Annual Fund 2009," a search for "Annual," "nua," or even just the letter "l" will produce matches. After entering your text, click to start the search.

Clearing the Search BoxClearing the Search Box

To clear the search box, select the search criteria currently showing in the box. Then, press the Delete key on your keyboard.

Toolbar Buttons

Export ButtonExport Button

Click to generate a Contribution List report (Excel file). This report lists all of the contributions in your organization that match your filter criteria.

Add New Contribution ButtonAdd New Contribution Button

Click Add New Contribution to open the Contribution Add page where you can add a new contribution record. To view explanations of the fields in the contribution record, go to Contribution Record Details.

EditEdit

Click to edit a contribution record. For instructions, go to How to Edit a Contribution Record.

Create Correction BatchCreate Correction Batch

If you need to fix posting errors in a closed batch, select the contributions and then click to create a correction batch. For instructions, go to How to Fix Posting Errors in a Closed Batch.

FilterFilter

Click to open and close the Filters panel.

Delete ContributionsDelete Contributions

Click to delete a contribution record. For instructions, go to How to Delete a Contribution.

Filters Panel

This panel contains filters that you can apply to the Contributions grid to display a list of records that meet the selected filter criteria.

With the exception of the Fund and Batch filter settings, the system automatically saves your filter and sort settings for the Contributions list and retains them as your personal defaults. Even after you log out, the settings remain the same until you change them. Be aware that your settings are saved on your local device, so if you log in using a different device, you may see different settings.

Filters Panel

The Filter panel contains eight filters you can apply to narrow down and sort your search results. Click the arrowhead next to a filter option to expand it and view its description.

Order DirectionOrder Direction

Specify the sort order of your results:

Ascending: sorts alphabetic content from A to Z and numeric content from 0 to 9 (lowest to highest).
Descending: sorts alphabetic content from Z to A and numeric content from 9 to 0 (highest to lowest).

Order ByOrder By

Select the desired field in the contribution record on which to sort results:

Batch Name: name of the batch containing the contribution.
Posting Date: date the contribution was posted to your system.
Fund Name: name of the fund receiving the contribution.
Amount: dollar amount of the contribution.
Family ID: unique number that identifies the family in your system.
Member ID: unique number that identifies the member in your system.

Contribution Date FiltersContribution Date Filters

From *: the starting date to use to filter the contribution list.

To *: the ending date to use filter the contribution list.

Contribution familyContribution family

Use this option to filter the contribution list to show contributions made by the selected family. You can filter by entering the family's name or family ID. You can type the family ID into the field or click to search for the family's name.

Contribution memberContribution member

Use this option to filter the contribution list to show contributions made by the selected member. You can filter by entering the giver's name or member ID. You can type the member ID into the field or click to search for the member's name.

OBO OrganizationOBO Organization

Type the first few letter's of the name of the parish into the field. From the displayed list, select the name of the parish to filter the contribution list to show only contributions given on the parish's behalf.

FundFund

Name of fund receiving the contribution.

Giving SourceGiving Source

Show contributions from the specified giving source (for example, from ParishSOFT Giving).

BatchBatch

Specify the batch containing the contribution.

AmountAmount

In the Min and Max fields, you can search for the contribution amounts over a given dollar amount or within a given range.

To view contributions no lower than a specific amount but with no specific ceiling, enter the lowest amount in the Min field and leave the Max field blank.
To view contributions within a given dollar range, enter the lowest amount in the Min field and absolute highest amount in the Max field.

Initial Contribution onlyInitial Contribution only

Select the checkbox to filter the contribution list to show only contributions given when the pledge was originally submitted.

Tax Deductible onlyTax Deductible only

Select the checkbox to show tax-deductible contributions.

Created by meCreated by me

Select the checkbox to show contribution records created by the logged-in user.

Filter Panel Buttons

click to reset the filters to their default settings.

after selecting filters, click to find batches matching your filter criteria.

Contributions Grid

The Contributions grid lists all of your contribution records and provides details, including the name of the donor, the amount of a contribution and the date it was posted.

Selection Checkboxes

Select All/Deselect All CheckboxSelect All/Deselect All Checkbox

This is a global control located to the left of the ID column. This checkbox lets you select all records on the page at the same time. The system inserts a checkmark in the box next to each record to indicate it is selected.

To deselect all records, select the checkbox again.

You can use this global checkbox when you have a lot of records to select or when most records should be selected. You can then individually deselect the records you do not want to work with.

Individual Item CheckboxIndividual Item Checkbox

You can select individual records by selecting each record's checkbox. You can select as many records as you want. The system inserts a checkmark in the box next to each record to indicate it is selected.

Contribution Records

Each contribution record provides the following details about the contribution. Click the arrowhead next to an option to expand it and view its description.

Family IDFamily ID

Unique identification number assigned by the system to the family.

FundFund

Name of fund receiving the contribution.

Pledge IDPledge ID

Unique number identifying the pledge

BatchBatch

Name of the batch containing the pledge.

Posting DatePosting Date

Date the contribution was posted to the fund.

AmountAmount

Total amount of the contribution.

Giving SourceGiving Source

Method used to bring the contribution into the system. For example, manual entry.

OBO OrganizationOBO Organization

Organization on whose behalf the contribution is made.

Tax DeductibleTax Deductible

Indicates whether the contribution is tax deductible according to IRS regulations.

Showing # - # of #

The Showing function lets you know which group of records you are viewing, for example, records 1 through 25. To the far right, a total count of records in the grid is displayed, as illustrated below:

Show Menu

The Show menu lets you choose the maximum number of records to display per page. The default is set to 25. You can increase the limit to 50 or 75. To do so, click and then select the number of records you want to view per page.