Add Anonymous Donation

To access the “Add Anonymous Donation Screen,” select it from the “VSS Donations Menu Bar” dropdown list.

 

1.      Once selected, the user is taken to the “Create Donation Screen.”

2.      The following panels appear:

 

Donor Panel

·         Donor Type: Anonymous

 

Donation Panel

·         Facility (Current working facility is displayed in Read Only format)

·         Donation ID

·         Donation Date: *Required  (Must be within current fiscal year)

·         Donation Type: *Required (Select: Activity, Cash, Check, Credit Card, E-donation, Item)

·         Check Number: Only displayed when Donation Type is “Check*Required

·         Check Date: Only displayed when Donation Type is Check”

·         Card Type:  Only displayed when Donation Type” is Credit Card  *Required (Select: American Express, Master Card, Visa, Discover)

·         Confirmation Number: Only displayed when “Donation Type” is “Credit Card” 

·         E-Pay Tracking Number: Only displayed when “Donation Type” is “E-Donation” *Required

·         General Post Fund (GPF): The GPF account number to apply the donation to.

o   *Required

o   Dropdown List of General Post Funds defined for the working facility

o   Defaults to “NONE” if Donation Type is Activity or Item

·         Donation Amount (*Required)

·         Field Service Receipt: Receipt number from Fiscal Service once a donation has been submitted and recorded.

o   Only displayed when “Donation Type” is Cash, Check, or Credit Card

·         ACK Date (Automatically populated when donation document is printed, can manually be entered)

·         Reference: Used for categorizing donations, such as division ID or sub-accounts

o   Dropdown list of References defined for the working facility

·         Letter Salutation:  Not Displayed for Anonymous donation

·         Designation:  Purpose or intended recipient of the donation

·         Affiliation:  Organization to receive credit for the donation.  NOTE:  Only available for Donor = Individual.  

o   Add Affiliation will Search for Organization.

§ If found, click on it and it will add it to the Donation Panel.

o   Delete Affiliation will remove the Affiliation and change it to Not Affiliated.

·         Donation Description: This description is used when formulating the receipt and ACK and used in the ACK Letter.

·         Additional Information:  Is allocated for information related to the donation.

 

Other Anonymous Donation Panels & Fields

 

·         In Memory Of Panel

·         Carbon Copy (CC) Fields Panel: Name(s) to appear in the CC fields

·         Links on the Panel

 

o   Post & Print- The capability to print all 3 donation receipts for Anonymous donations is available; however, the Donation Receipt is usually printed for Monetary Donations.  Memo and Thank You Letter are not normally printed.

o   Post

o   Cancel