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With this quick posting, you can post the pledge terms and billing rates for payments, the billing periods, and the rates to multiple family records. You can also post initial payments, pay-downs, and additional gifts. These display in the Rates/History/Kywrds window.

Useful Information

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

In the Contributions navigation pane, click Quick Posting > Terms and Rates Entry. Select whether you want to use automatic updating or individual entry.

 

 To post terms and rates automatically
  1. Select the automatic updating method option, and click Next.
  2. Select which records you want to build a list of families, then click Next.
  3. To assign different terms and rates to each family, select the first option. Or, to assign the same values to your entire list, select the second option, and enter the fund information.
  4. Click Next.
  5. Review your list. If needed, add or edit any terms and rates information.
  6. When you're ready to post to the selected records, click Next.
  7. If you want to export your batch totals to PDS Ledger or QuickBooks, make your selections and enter a path for the export file.
  8. To post, click Finish.
 To post terms and rates individually
  1. Select the individual entry method option, and click Next.
  2. Select a fund identifier. Select a family, enter any additional information, and click Add Family to List. Repeat this for each family you want to update. When you're finished, click Next.
  3. Review your list. If needed, add or edit any terms and rates information.
  4. When you're ready to post to the selected records, click Next.
  5. If you want to export your batch totals to PDS Ledger or QuickBooks, make your selections and enter a path for the export file.
  6. To post, click Finish.

 

You can reprint the terms and rates, pledge, and payment information that was entered during this quick posting. Under financial listing reports, double-click Terms and Rates Batch Report.



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