Donations
Executive Summary
Donations is a read-only list of every donation recorded against donor accounts. Finance and fundraising staff use it to look up a donation by donor account number or name and to see how each donation was classified (category, fund and campaign), how much of it is eligible for a tax receipt, and which receipt it was included on.
Key Features
- List every donation with its date, donor, category, fund, campaign, amount and eligible amount
- See the receipt type, class and cycle for each donation, and the ID of the receipt that was issued for it (blank until a receipt has been created)
- Filter the list by donor account ID, donor name, or both
- Page through the results 13 rows at a time
Typical Workflow
- Open Donations. All donations are listed.
- To find a particular donor, type an account number in Filter Account ID and/or part of a name in Filter Name.
- Click Apply Filter to refresh the list.
- Click Clear Filter to go back to the full list.
Available Permissions
The following permissions are available to be assigned to AlayaCare Roles:
| Attribute | What It Controls |
|---|---|
| View | Open the page |
Main Grid
The grid lists the donations on file, 13 rows per page. The first five visible columns stay in place when you scroll sideways.
| Column | Description |
|---|---|
| Donation ID | Donation number, assigned sequentially within the year. |
| Donation Date | Date the donation was made. |
| Account ID | Donor account number. |
| Last Name | Donor last name. |
| First Name | Donor first name. |
| Category | Donation category code. |
| Fund | Donation fund code. |
| Campaign | Donation campaign code. |
| Donation Amount | Amount donated. |
| Eligible Amount | Portion of the donation eligible for a receipt. |
| Receipt Type | Type of receipt that applies to the donation. |
| Receipt Class | Class of receipt that applies to the donation. |
| Receipt Cycle | Receipt cycle the donation belongs to. |
| Receipt ID | Number of the donation receipt the donation was included on. Blank when no receipt has been created yet. |
Main Grid Filters
| Filter | Purpose |
|---|---|
| Filter Account ID | Shows only donations for the donor account with this number. |
| Filter Name | Shows only donations whose donor name matches the text entered. |
Click Apply Filter to refresh the list. Use Clear Filter to reset filters.
Actions
| Button | Description |
|---|---|
| Apply Filter | Reloads the grid using the Account ID and Name filters. |
| Clear Filter | Empties both filters and reloads the full list. |