Create a charitable receipt for a bank deposit

Sparkrock 365 provides the capability for you to create a charitable receipt during the creation of a bank deposit.

To create a charitable receipt for a bank deposit

Choose , enter bank deposits, and then choose the related link.

The Bank Deposits page opens.
On the action bar, choose New.

The Bank Deposit page opens.
On the General FastTab, perform the following steps:
1. In No., specify the number that is to be used for this bank deposit.
2. In Bank Account No., specify a bank account number for the bank deposit.
3. In Total Deposit Amount, specify the total amount of the bank deposit.
4. Specify values for other fields as required.
On the Lines, for each line that you want to add for the bank deposit, perform the following steps:
1. In Account No., specify the account number for the line.
2. In Donation Description, specify a description for the donation.
3. In Document No., specify the document number.
4. Select the Charitable Donation checkbox.
5. In Credit Amount, specify the amount of the bank deposit for the line.
6. Specify values for other fields as required.
To finalize the document and post the amounts to the related accounts in your organization's books, on the action bar, choose Posting > Post.

A dialog box appears that displays the following text:

Do you want to post the Deposit?
To proceed, choose Yes.

The bank deposit is posted and you can view the charitable receipt on the Charitable Receipts page.

To send feedback about this page, select the following link: