To enter, update, or delete a contribution, click the Enter/Modify/Delete Contributions option on the Contributions Menu. This brings up the Enter/Modify/Delete Contributions dialog:
There are 4 general areas on this dialog with features needed to maintain giving records. There are links below to specific help topics for each of these general areas.
Note that you can change the color of the area of the dialog in which you are currently working by clicking the Colors button just above and toward the right edge of the Name Selection notebook. Selecting a color will make it much easier to see at a glance where you are currently working while entering contributions data.
When you first arrive at this dialog, the first name in your data base will be highlighted in the left most column in the name search area. If the highlighted name has any contributions already recorded, the complete list of them will be displayed in the right most column in the data grid labeled All Contributions. The first entry in the list will be highlighted, and the details for that contribution will populate the various fields in the center area labeled Contributions Details.
At this point you may select a name for whom to enter a new contribution, find and highlight a name who has a contribution you need to modify, you can delete a contribution, or you can click the Print Deposit Register button to print an audit register for any deposit you've made.
Following are the specifics for the functions provided in each general area of this dialog:
Selecting a name Selecting Names Using Envelope Numbers
Entering actual contributions data Modifying or deleting a contribution
Setting Individual Contributions Preferences Defining Pledges