The Giving Screen allows you to enter contributions for a variety of categories, as well as track pledge campaigns and giving.
Switching from another giving platform? Check out our Importing Contributions article to help save you time on moving your giving data over to ChurchTrac.
To enter or edit contributions, click on an existing date or click the "Add" button. A calendar will appear. Select the new giving date and click on "Add Date."
Once the date has been created or selected, you can enter or edit contributions on the right side of the screen. To enter a new Contributor, you can type the person's envelope number (if your ministry uses envelope numbers), or the first few letters of the name into the "Contributor Name" field.
Then highlight and select the name you want to add. In order for names to show up in this field, they must already be entered on the People Screen. To add names not already in the ChurchTrac database, type their name into this field and press enter. It will prompt you to add them to the database.
Enter the amount, and then choose a category (or fund) for the contribution for tracking purposes. Verify if the contribution is tax deductible or not (the default setting for the tax deductible status is designated when the category is created).
Contributions that are marked as deductible will appear on the individual's contribution statement for tax purposes. You also have the option of entering a note in the memo field. The text that you type into the memo field will also appear on the individual's contribution statement. You can use this feature to specify what a particular donation was for, to record check numbers, etc.
To edit a contribution (other than the donor's name), click on the appropriate donation, then click the Edit button below. To delete a contribution, click on the Delete button. If the donation was incorrectly assigned to a different person, you will have to delete the contribution and re-enter it under the new name.
In the U.S., the IRS rules state that the donor determines the value of a non-cash contribution. For this reason, we recommend that you enter non-cash donations (In-Kind donations) on the Giving Screen with an amount of $0.00, then add a short memo to describe the item that was donated.
When using the Accounting screen, you will need to deposit your Giving batches directly from the Giving Screen. Do this by clicking the "Create Deposit" button.
Click on the "Categories" button on the toolbar to create new giving categories or to edit existing ones.
To add a new giving category, click on the "Add" button. Follow that up by giving the new Category a name and click "Ok." Then select the tax deductible status for contributions assigned to that category. This will show up as the default status on the Contributions Entry screen each time that category is selected; however, it can be changed as needed when each contribution is entered.
To edit a category, click on the category that you desire to edit from the list and make the necessary changes on the right.
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