Data entry of Givenow & Benevity donations

Hi Happy.


One idea tha tI would have would be to enter the entire, gross amount as the RECEIVED AMOUNT in a gift.  At this point, you would be showing the true, total amount that the donor intended on giving.  However, to display the net amount, this could conceivably be displayed in many ways, but you want to be careful to not deduct from (or "penalize") the donor by recording the fee and net amounts.


My main recommendation would be to create two new currency User Defined Fields on a transaction screen.  I'd name these Givenow and Benevity Fee Amount and Givenow and Benevity Net Disbursement.  These would be created by doing the following:


1. Go to Management

2. Click User Defined Fields under Database Configuration

3. Click the Base category (or click New Category under Tasks to create a new category and access that one after you save it)

4. Click New Defined Field under Tasks

5. Name the field and set the Data Type to Currency

5. On step 2, choose Transactions ONLY

6. Go to Step 4 and choose the Display option for a Text Box

7. Click Save and Finish


Repeat the steps for the other field.  Then, as you add a gift, click the User Defined Fields panel on the right side of the screen and you will find your fields there to fill in.  These will also be available in queries and reports as well and being currency type of fields, they will be able to show calculations as well.

Hi Geoff


The way that we enter the payments in manually is to add the gross amount (this was the amount they intended to donate) on to the database.  When our finance team are dealing with the net amount we give them a breakdown of which nominal code the gross payment should go to and the nominal code we want the fees to come from.  It means the finance team have to do a journal but it works well.