Giving (staff)
See every gift members make, record cash gifts and handle missing donation reports.
Viewing gifts
How to get there:FinanceGiving
- 1Select Giving under Finance.
- 2Filter by date, service or type to find a gift.
- 3Select a gift to see its details.
Missing donation reports
When a member reports a gift that isn't showing in their My Giving, check it against your records here and add or correct it.
How to get there:FinanceGiving
Giving and tax receipt settings
Giving types and payment options are under Settings → Giving Settings. Year-end receipts are set up under Settings → Tax Receipt Settings.
How to get there:SettingsGiving Settings
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