Transfer Donations

This screen allows you to import posted batches from the Donations module. For this function to appropriately route donations to the proper accounts, you'll need to have your Chart of Accounts set up and Link Donations to Accounting.

Access Transfer Donations

To access from the Button Bar, go to Transactions > Transfer Donations

In the Donations module, giving is recorded in the Enter Donations screen. Once that batch has been posted, it can then be sent to Accounting from the Donations module or pulled from the Accounting module in the Transfer Donations to Accounting screen.

Transfer Donations to Accounting

Once a batch of donations has been posted in the Donations module, it can be transferred to the Accounting module according to the Links to Accounting. Make permanent changes to account links on the Default Account Links tab, or make a one-time change to the transfer by clicking the plus sign to the left of the Date Occured.

  1. Select the Transactions menu above the Button Bar.

  2. Click Transfer to Accounting

  3. Click Post

  4. In the Confirm DONA screen, add optional comments and confirm the transaction by clicking Post.