Fundraiser: Enter global money $ profit
Use the Global Money & Profit feature when you want to collect and post multiple student's fundraising transactions at one time.
- On the Main Sections menu, click Finances, click Fundraising, and then click Global Money & Profit.
- Select your fundraiser.
- Charms displays a list of all students. If needed, you can filter for a certain group of students.
Click
and select Set Filters.
Select each filter and then click
.
- If the payment is in check form, type the check number and hit tab.
NOTE: If a student has multiple checks, you need to use the
Collect & Post function to record the transactions for that student.
Global Money & Profit does not handle multiple check payments.
- For Amount, type the dollar amount of the payment (without currency signs) and then hit tab.
NOTE: If the fundraiser was set up with a calculated student profit, after you enter the amount and hit tab, the profit is automatically entered.
- For Profit, if you are manually entering student profit, or overriding calculated profit, type the profit dollar amount.
- For each student, select the an option for Profit To.
When you are finished, click
.
On the Deposit Settings page, make your selections, and when finished, click
.
NOTE: If you selected
Batch Receipts, you can find and print them under Fundraising > Fundraising Summary > Fundraiser Summary By Student.
Reminder: If you set a student filter, remember to remove it when you are done. To quickly remove the filter, click
.