# Add Donation Button

The “Edit Donor Screen,” regardless of Donor Type, displays the “Donations” panel. The “Donations” section allows the user to “Add Donation” and view existing donations. Next is the “Create Donation Screen.”

Donations Panel Information

· Add Donation button

· Search (ability to search within the list of donations)

· Excel; PDF; Print options (export list of donations)

· Date (Filterable) – Date of Donation

o Filters default to “All” until a selection is made.

· Facility (Filterable) – Donated At Facility

· Type (Filterable) – Donation Type (Activity, Cash, Check, Credit Card, E-donation, or Item)

· Amount – Donation Amount

· Acknowledgement (ACK) Date (Filterable) – Date the donation was acknowledged

· Description (Donation Description from the Donation Detail)

· Affiliation (Organization to receive credit for the donation)

· Action (Print and Delete)

The Donations List displays donations for the working facility. The user can request to see ALL donations for ALL facilities by choosing the Facility filter.

· The Donations List displays the last 10 donations in donation date order from newest to oldest. The user can view additional donations by selecting “Show # entries.”

· Donations can only be created for individuals or Active Organizations, by clicking the “Add Donation” button.

If the Donor Type = Organization, the Organization has a status of Inactive; the user cannot add a new donation and the “Add Donation” button is disabled.

· The user edits or views the details for a Donation by clicking on the “Date hyperlink” in the “Date Column.”

· The user can print/reprint a Thank You Letter, Memo, or Receipt for a donation by clicking the “Printer” icon in the “Action Column.” If the “Printer” icon is not displayed, the donation does not qualify to print/reprint a donation document.

· If the Donation is for the working facility, an authorized user is able to delete a donation by clicking the “Trash Can” icon in the “Action Column.” A confirmation message is displayed “Are you sure you want to delete this donation?”

o If “OK” is selected, the donation is deleted.

o If “Cancel” the donation remains.

o If the “Trash Can” icon is not displayed, the donation does not qualify or the user may not have the authority to delete the donation.

· The user has the ability to export all the donations displayed in the list by choosing Excel or PDF format or may choose to Print the list.

· The user can search for any value in the “Donation List Screen.” The user can execute a “contains” Search (i.e. find any characters anywhere in the list) to narrow the list of donations that match the search criteria entered. The criteria entered in the “Search” box is executed against all information currently being displayed in the list.