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.

  1. On the Main Sections menu, click Finances, click Fundraising, and then click Global Money & Profit.
  2. Select your fundraiser.
  3. Charms displays a list of all students. If needed, you can filter for a certain group of students.
    1. Click 

      FilterOptions.png

      and select Set Filters.

    2. Select each filter and then click 

      Apply.png

      .

  4. 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.
  1. 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.
  1. For Profit, if you are manually entering student profit, or overriding calculated profit, type the profit dollar amount.
  2. For each student, select the an option for Profit To.
  3. When you are finished, click 

    enterpayments.png

    .

  4. On the Deposit Settings page, make your selections, and when finished, click 

    savepayments.png

    .

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  

FilterOn.png

.

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