Gift Entry: Single and Batch Entry

Gift Entry: Single and Batch Entry

An introduction to Gift Entry, a core feature for recording Giving.

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About this course

Donors give in many ways, and Pushpay Giving can be used to track all of it - offline or online. In this course you will learn how to use Gift Entry to manually add gifts to the system to make sure all your giving is tracked, ensuring you can use the full suite of Giving features.

Curriculum

  • Introduction
  • What is Gift Entry?
  • Types of Gift Entry
  • Single Entry
  • Single Entry Overview
  • Single Entry Details
  • Batch Entry
  • Batch Entry Overview
  • Batch Entry Details
  • [Optional] Staq Considerations
  • Processing Weekly Financials Staq Customers
  • Gift Entry for Staq Customers
  • Test Your Knowledge!
  • Gift Entry: Quick Check!
  • Next Steps
  • Course Feedback
  • Summary

About this course

Donors give in many ways, and Pushpay Giving can be used to track all of it - offline or online. In this course you will learn how to use Gift Entry to manually add gifts to the system to make sure all your giving is tracked, ensuring you can use the full suite of Giving features.

Curriculum

  • Introduction
  • What is Gift Entry?
  • Types of Gift Entry
  • Single Entry
  • Single Entry Overview
  • Single Entry Details
  • Batch Entry
  • Batch Entry Overview
  • Batch Entry Details
  • [Optional] Staq Considerations
  • Processing Weekly Financials Staq Customers
  • Gift Entry for Staq Customers
  • Test Your Knowledge!
  • Gift Entry: Quick Check!
  • Next Steps
  • Course Feedback
  • Summary