Transactions

This is useful when you have simple or complex transactions to enter into a batch. It is designed to cater for situations when you wish to enter a single transaction or one amount needs to be split between multiple activities, account codes, members...

This is useful when you have several transactions to enter that have the same purpose or are common in certain ways, e.g. a collection of donations received in the mornings post. For instance, you could have received several donations for your gener...

This feature allows you to enter a collection of transactions that have been gathered by one individual or organisation on behalf of multiple individuals, and which need to be receipted to each of those individuals. For instance, you could have re...

In-kind contributions An in-kind contribution is a non-cash contribution of goods or a service. Those are either offered free or at less than usual charge for them. Similarly, when a person or entity pays for services on an Organisation's behalf, ...

After you have entered your transactions or reconciled them there are times when you may need to make changes to them. Note: Infoodle will not allow you to edit a transaction that has already been receipted. If you need t...

After you have entered your transactions there are times when you may need to make changes to them or delete them. Note If you wish to delete a Xero transaction then you will need to unreconcile it first and then click ...

When you receive an amount that represents donations from different individuals or different account codes, etc infoodle allows you to tag the transaction to different people or transaction categories. The transactions can be split between a number ...

As transactions are entered into a batch, you may need to review what has been loaded. There are two ways of viewing this list: Method 1 Click Finance on the Navigation Menu. On the Transaction Processing screen, click Transactions . Cl...

Transaction Find By using the Find screen you can use the filters to search for the transaction you are interested in. Click Finance on the Navigation Menu. On the Transaction Processing screen, click Transactions and then Find . ...

If you have reconciled a transaction against the wrong person, there are a few solutions depending on how the transaction was loaded into infoodle, or how many transactions to move. Moving all transactions from one person to another There can be...

All finance transaction entry screens share the same fields in respect to the transaction detail. The detail represents a single combination of the transaction e.g. an amount for a specific account code, or ticket type. Select the Type of ...

Here is how to add a new batch: Click Finance on the Navigation Menu. On the Transaction Processing screen, click Transactions and then Add a transaction . Click CREATE NEW . Infoodle will display a box which contains a defau...

Click Finance on the Navigation Menu. On the Transaction Processing screen, click on Batches . Search for the specific batch by typing information in the search fields and click SEARCH . Leaving the fields blank will bring up the w...

Click Finance on the Navigation Menu. On the Transaction Processing screen, click on Transactions and then Add a transaction . From the dropdown list select the batch that you wish to rename. Click **Rename Batch. ** C...

When a batch has been closed, it is locked from further editing. Therefore to edit a batch you will first need to open the batch. Select Finance on the Navigation menu. On the Transaction Processing screen, select Transactions and th...

For those who are connected to Xero, you can create journals within infoodle that can be used to create transaction entries in infoodle and a manual journal entry in Xero. Simply identify the account codes that you want to "Use in journal" and in ...

Managing the reconciling of donations received via an infoodle form using a gateway or payment method (for example Stripe, or Paypal) that takes fees off before the funds can be difficult. We have streamlined this completely to enable you to proce...

There are a number of reports that are useful, please see below for an explanation of each. Summary graph The report provides you with ability to have an overview of the finances. You can View the data as a graph. View and download the dat...

Here is how to view a batch report: Click Finance on the Navigation Menu. On the Transaction Processing screen, click Transactions and then Batches . Search for the specific batch by typing information in the search fields and c...

People Finance Reports This is a useful report to run as one of your year end checks to make sure that the individuals totals are correct as well as that all the information you need for receipting e.g. Giving number, household names, etc are in i...

This screen allows you to import transactions from a file you have downloaded from your bank. This may be for a day or month, which ever works for you. Transactions imported this way are imported into infoodle, but don’t appear in a batch until you ...

How do I find lapsed donors? Here's how to find everyone who has contributed 1 or more transactions before 1st of January 2018 but has no transactions this year (2018) as an example (you can adjust the dates as you need): Select Reports fr...

A situation may occur where you receive anonymous donations, whether it be on your bank statement or in cash. The best way to handle anonymous donations is: Create an person contact titled Anonymous. For details on this, see Add a Person ...

For more information on Xero Tracking categories click here .

This screen allows you to manage the bank account list which enables you to restrict the list of available accounts to a specific group when you are working in clusters. You can also add/edit/delete bank accounts. (Xero ones can't be deleted). These...