About the Contributions Page
The Contributions page provides access to your organization's contribution records. On this page, you can add new contribution records and manage existing ones. You can also apply criteria that enables you to find records that have specific characteristics in common, such those coming into the application from a specific giving source or those having the same posting date.
To view the Contributions page, you must either have Organization Admin access rights tied to your login or Offering > View permissions. Access rights and permissions are granted to individual users in their staff records, accessed through the Manage Staff page in the Administration module. You must have Organization Admin rights to view the page and assign permissions. For details, see the online Help for the ParishSOFT Administration module.
What Is a Contribution Record?What Is a Contribution Record?
A contribution record contains detailed information about a gift, including the dollar amount of the gift, name of the giver, and its tax-deductible status. For details, go to Contribution Record Details.
Overview of the Contributions Page
The illustration below identifies the main elements on the Contributions page. Click a numbered link to view a detailed description of the element.
When you first open the Contributions page, no records are displayed. To find a specific contribution record, use the Search or
Filter feature.
Collapse Button
By default, the Navigation Bar is expanded, so the entire name of each page is visible. If you need more viewing space in the right panel, you can collapse the menu by clicking 
. Doing so minimizes the
menu so that only the page icons are visible:
To return the Navigation Bar back to the expanded position, click 
(Expand). Note that the state (expanded or minimized) of the menu that you specify on any page stays the same
on all pages until you change it.
Navigation Bar
The Navigation Bar is the menu that sits on left side of the Contributions page (and on every other page in the module). The menu lists the module's primary pages and provides a way for you to quickly move from one page to another. When you want to view a specific page's content, simply select the page option.
Organization List
The Organization list is located above the Navigation Bar. By default, this dropdown list is closed and shows the name of the organization you are working in.
- If you have access to one organization, the list displays the name of your organization. The dropdown functionality is disabled because you have limited access.
- If you have access to multiple organizations, the list displays the name of the organization you are working on or last worked in. Select the organization’s name to display a list of all the organizations you have permission to access. If the list is long, you can either type the organization’s name into the Search Organizations field (see illustration below) or use your mouse to scroll through the list to find the organization you want and then select it.
Selection Checkboxes
When managing contribution records in the grid, you will find it handy to be able to select and deselect one or multiple records or even all records in the grid. In the list below, select the type of checkbox to view its description:
Select All/Select None CheckboxSelect All/Select None Checkbox
This is a global control that lets you select all records on the page at the same time. The system inserts a checkmark in the box next to each record to let you know which records are selected. If you select multiple records and then apply a command
using one of the action buttons in the upper-left (for example, 
Export), the command applies to the selected records only.
To deselect all records, select the Select All checkbox again.
You can use this global checkbox when you have a lot of records to select or when most records should be selected. You can then individually deselect the records you do not want to work with.
Individual CheckboxesIndividual Checkboxes
You can select individual records by selecting each record's checkbox. You can select as many records as you want. The system inserts a checkmark in the box next to each record to indicate it is selected.
Help Button
Click 
to access the Offering Help. The Help opens in a separate browser so that you can view it while working in the module. The Help provides an
overview of Offering concepts and features and offers step-by-step instructions on how to perform specific Offering tasks.
Initials Button
This button shows the initials of the logged-in user. Clicking the button display the Log Out option. Click this option to log out of Offering.
Toolbar
The Contributions toolbar, shown below, spans across the top of the page. The toolbar includes a Search box and a group of buttons that give you quick access to the functions you use most often on the Contributions page.
Search Feature
The Search feature provides a quick and easy way for you to find contributions without having to look through an entire list, which, depending on the number of contributions you have, can be pages long. Note that results of searches include only contributions to the funds the logged-in user has permission to access.
In the list below, click an item to view its description.
Information Icon Information Icon
The information icon appears to the right of the Search box. Place your mouse on the icon (without clicking) to see what type of information you can search for using the Search box.
Using the Search BoxUsing the Search Box
You can search by Contribution ID, Family ID, Member ID, Fund Name, or Batch Name by typing text into the Search box. When searching by name, you can type the full name or just few characters of the name into the box. Then,
click 
to start the search. The list refreshes to show you the names of contributions matching your search criteria.
For example, if a fund is named "All Souls," a search for "All," "so," or even just the letter "A" will produce matches. After entering your text, click to start
the search.
Clearing the Search BoxClearing the Search Box
To clear the search box, select the search criteria currently showing in the box. Then, press the Delete key on your keyboard.
Toolbar Buttons
In the list below, click the name of a button to view its description.
LayoutOn the right side of the toolbar, two buttons let you change the layout view. Each view has advantages and disadvantages, depending on the device you are using to view your data. Select the view that suits the device, your preference, and style for working.
Click the arrowhead next to an option to expand it and view its description.
Card View (default) Card View (default)
The default layout for contribution records is called the Card View. This layout arranges contribution records in separate containers that resemble index cards. Each card occupies a single row that spans across the page and contains one record. The card gives you an at-a-glance summary of key information in the record.
To enable card view layout, click .
Use the Items per page dropdown list at the bottom of the page to select the number of cards to display per page:
The Grid View layout arranges contribution records in the form of a table with each record occupying a row. Columns across the top identify the fields in the record (for example, Amount and Giving Source).
To enable grid view layout, click 
.
Use the Items per page dropdown list at the bottom of the page to select the number of cards to display per page:
Click to generate a Contribution List report (Excel file). This report lists all of the contributions in your organization that match your filter criteria.
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Add New Contribution Add New Contribution
Click Add New Contribution to open the Contribution Add page where you can add a new contribution record. To view explanations of the fields in the
contribution record, go to Contribution Record Details.
To edit a contribution record, first select the checkbox next to it. Then, click .png){kind=icon}
to open the record to view and edit its details. For instructions, go to How to Edit a Contribution Record.
Create Correction Batch Create Correction Batch
Click to create a correction batch for the selected contributions (in a closed batch). For instructions, go to
How to Fix Posting Errors in a Closed Batch.
Click 
to open and close the Filter panel. This panel contains filters that you can apply to Contributions list to display a list of records that meet the selected filter criteria. For descriptions of
the filters, go to Filter Panel.
You can also click 
to close the Filter panel.
With the exception of the Fund and Batch filter settings, the system autosaves your filter and
sort settings for the Contributions list and retains them as your personal defaults. Even after you log out, the settings remain the same until you change them. Be aware that your settings are saved on your local
device, so if you log in using a different computer, you may see different settings.
Deletes contribution records. Select the records you no longer want in your system. Then, click 
to delete them.
Filter Panel
IThe Filter panel contains filters you can use to narrow down and sort your search results. The Filter button in the toolbar opens and closes this panel.
Filter Panel Buttons
(Search): enter or select your filter criteria in the Filter panel fields, and then click to find matching contributions.
(Clear Search): clears the currently selected criteria from all filters in the Filter panel.
(Close Search): closes the Filter panel.
Filters
The Filter panel contains the following filters that you can apply to the Contributions grid to narrow down and sort your search results. In the list below, click a filter to view its description.
Order DirectionOrder Direction
Specify the sort order of your results:
- Ascending: sorts alphabetic content from A to Z and numeric content from 0 to 9 (lowest to highest).
- Descending: sorts alphabetic content from Z to A and numeric content from 9 to 0 (highest to lowest).
Select the desired field in the contribution record on which to sort results:
- Batch Name: name of the batch containing the contribution.
- Posting Date: date the contribution was posted to your system.
- Fund Name: name of the fund receiving the contribution.
- Amount: dollar amount of the contribution.
- Family ID: unique number that identifies the family in your system.
- Member ID: unique number that identifies the member in your system.
From and To Filters *From and To Filters *
- From *: the starting date to use to filter the contribution list.
- To *: the ending date to use filter the contribution list.
Contribution memberContribution member
Apply this filter to the contribution list to find contributions made by the selected member. You can filter by entering the giver's name or member ID. You can type the member ID into the field or click to search for the member's name.
Contribution familyContribution family
Apply this filter to the contribution list to find contributions made by the selected family. You can filter by entering the family's name or family ID. You can type the family ID into the field or click to search for the family's name.
Envelope NumberEnvelope Number
Type the envelope number into the field to find contributions associated with the giver.
Name of fund receiving the contribution.
Start typing the name of the batch that contains the contributions you want to view into the field. As you type, matches for the text you type are displayed. Select the desired batch.
Specify an dollar range for contributions by entering a value in the Min and Max fields. The search locates contributions that fall within the range you specify.
Select to view only the contributions that came into your system from a specific source (for example, from ParishSOFT Giving).
Initial Contribution onlyInitial Contribution only
Select the checkbox to view only those contributions made when the pledge was originally submitted.
Tax Deductible onlyTax Deductible only
Select the checkbox to show tax-deductible contributions only.
Select the checkbox to show contribution records created by the logged-in user.
Contribution Records
Each contribution record in the grid provides the information listed below. In the list below, click the name of an item to view its description.
To view all the details in a contribution record, click the Family ID/Name link.
Unique identification number assigned by the system to the family.
Name of fund receiving the contribution.
Unique number identifying the pledge
Name of the batch containing the pledge.
Contribution DateContribution Date
Date the contribution was given.
Total amount of the contribution.
Method used to bring the contribution into the system. For example, manual entry.
OBO OrganizationOBO Organization
Organization on whose behalf the contribution is made.
Indicates whether the contribution is tax deductible according to IRS regulations.
Showing # - # of #
To the far right, a total count of records in the grid is displayed:
Show Menu
The Show menu lets you choose the maximum number of records to display per page. The default is set to 25. You can increase the limit to 50 or 75. To do so, click 
and then select the number of records you want to view per page.
Page Navigation Buttons
The page buttons at the bottom of the page help you quickly navigate through the grid.
: takes you directly to the page number. For example, clicking 3 takes you to page 3 in the grid.
: takes you one page back from the page you are currently viewing.
: takes you one page forward from the page you are currently view.
: takes you to the first page of the grid.
: takes you to the last page of the grid.
Related Topics
How to Post a Contribution to a Fund
How to Edit a Contribution Record
How to Fix Posting Errors in a Closed Batch