QUICK STEPS FOR

Transcription

1 QUICK STEPS FOR

2 QUICK LINKS HOW TO LOGIN TO HOW TO ADD A LOGIN HOW TO ADD A DONOR HOW TO REMOVE OR UPDATE A DONOR HOW TO CREATE ROUTES HOW TO PRINT CONTROL SHEETS CONTROL SHEETS AND DONOR CARDS EXPLAINED HOW TO RECORD DONATIONS HOW TO MAKE A DEPOSIT HOW TO PRINT A DEPOSIT SLIP

3 HOW TO LOGIN INTO HOW TO ADD A LOGIN Click on Add a new login Click on My Account NOTE: The system requires two logins to make a deposit. Fill in the Add Information Privileges form. The Administrator Username and Password are on the back of the pink sheet titled, Please Read Before You Begin. NOTE: Use valid names and addresses in case we have questions. 1

4 HOW TO ADD A DONOR Toolbox Section of the Unit Dashboard: Add a Donor Record Fill out the Add Donor Record form and click Save 2

5 HOW TO REMOVE OR UPDATE A DONOR On the Unit Dashboard page, click Donors and select All Donors in the drop down menu. Click on the paper and pencil icon to update a donor s record. To remove a record click the word Gone 3

6 HOW TO CREATE ROUTES On the Unit Dashboard page in the Toolbox section, click Manage Routes Click the Add a route, name the route and click save. Creating routes lets you print Control Sheets and/or Donor Cards for the selected routes. This tool will save a lot of time organizing the contact materials. After the routes are created, click and drag donor names from the No Route to the routes assigned. 4

7 HOW TO PRINT CONTROL SHEETS AND DONOR CARDS On the Unit Dashboard page, click Donors and select All Donors in the drop down menu. Click the down arrow in the Select an action-- field. Select Print Control Sheet for the selected contacts or Print Donor Cards for the selected contacts, then click Do It and a PDF will be downloaded. 5

8 CONTROL SHEETS AND DONOR CARDS EXPLAINED The FOS worker carries this Control Sheet on their route to easily track who donated, the amount of the donation and the form of the donation. This will make it easier for the people who records and make the deposit in Patchfunding. The QR Code will take the donor to their specific account to make any electronic payments. Or go online and use the donor link that includes your unique 5-digit code at Use these Donor Cards to give the donor the code to donate electronically. 6

9 HOW TO RECORD DONATIONS Click on Friends of Scouting Fill out the Add a Donation form. Click on Add A Donation NOTE: For example, if the donor chooses to pledge $120 per year, enter $10 in the amount field and choose Monthly in the Frequency field. After recording the donations, click on Unit Dashboard 7

10 HOW TO MAKE A DEPOSIT Notice that there is a deposit available. Click Friends of Scouting-2017/18 Ensure that the cash and checks are recorded correctly on this page. NOTE: If you checked a donor without a payment, uncheck that donor. Select the name of the person who made the deposit with you. (If you don t see their name refer to How To Add A Login page.) Use the down arrow to select the bank where you will make the deposit. Click Create Deposit. Click on Unit Dashboard (at the top of the page) 8

11 HOW TO PRINT A DEPOSIT SLIP Note there is a created deposit notification. Click on Download Deposit Slip A deposit slip will be generated. Deposit #: 791 Unit: Subdistrict: LDS Stake Use this account number to endorse checks as follows: For Deposit Only Utah National Parks Council (Account Number) Take the finished deposit to the bank that was indicated on the deposit slip within 24 hours of producing the deposit slip. Thank you for all your time, energy and support of Scouting. 9