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With this quick posting, you can post pledge card payments to contributors' records.

Useful Information

If you have an account with Vanco Payment Solutions, click EFT Info in the Rates/History/Keywds window to enter pledge payments/donations directly onto the Vanco website.

Before you access this quick posting, you must set up the pledge. On the Administration tab, click Fund Setup, and create a fund for the pledge. You can use the example below for reference.

In the Contributions navigation pane, click Quick Posting > Pledge Card Entry.

 To create a new batch and post pledge cards
  1. When you click Pledge Card Entry, the posting options display.
  2. Select options for your postings, and click Next.
  3. Select a family, enter the pledge card information, and click Add Family to List. Repeat this for each family you want to update. When you're finished, click Next.
  4. Review your list. If needed, add or edit any pledge card information.
  5. When you're ready to post to the selected records, click Next.
  6. If you want to export your batch totals to PDS Ledger or QuickBooks, make your selections and enter a path for the export file.
  7. To post, click Finish. Or, to save the batch and post later, click Finish Later.

 

If you previously created a batch but didn't post, you can return to the existing batch.

 To post pledge cards from an existing batch
  1. When you click Pledge Card Entry, the Pledge Card Entry Batches dialog box displays.
  2. Select the appropriate batch, and click Use Existing Batch.
  3. Select a family, enter the pledge card information, and click Add Family to List. Repeat this for each family you want to update. When you're finished, click Next.
  4. Review your list. If needed, add or edit any pledge card information.
  5. When you're ready to post to the selected records, click Next.
  6. If you want to export your batch totals to PDS Ledger or QuickBooks, make your selections and enter a path for the export file.
  7. To post, click Finish. Or, to save the batch and post later, click Finish Later.

   

Additional Field Information

Quick Posting List Window
This window contains a grid that displays pledge card information for families. The batch number is assigned and posted in the top grid of the Rates/History/Keywds window.

To change the option fields for a batch at any time during the quick posting, in the Quick Posting window, click Options.

Posting Options Window
Use this window to select information that you want to repeat automatically for each pledge card. To change these options during the quick posting, at the bottom of the window where you select family and pledge card information, click Options.

Pledge Card Entry Batches
If you decided to save your batch and return to the quick posting at a later time, your existing batches display in this dialog box. You can continue the quick posting with an existing batch, create a new batch to use, or delete a batch.



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