- Start from the “green screen”
-
To open the posting window select the third icon from the left (with a “$” sign and a check mark) or under Functions, select post donations (or push F11)
- (For organisations who are set up with “Offices”, you will be prompted to “Select Office” for posting. It will only show you batches available to post from the Office you choose; make sure to post donations for all your offices!)
- Window will open titled “Select Batch to Post”
- Select the batch you wish to post
- Push OK
- A window will appear for printing
- Double check that the correct bank account is selected
- Ensure the correct printer is selected (This will be marked as “Send output to:”)
- Optional but recommended: Select the “Send To Screen” option to preview the batch that you are about to post to make sure everything is as it should be. (After previewing you will return to step 1)
- Press OK
- A window will appear reading: Assuming the report was printed okay, shall we proceed with posting?
- WAIT!
- Do not press “YES” until the document has finished printing (this function allows you to reprint should the printer jam etc)
- Once you are sure the document has printed select YES
- You now have a hard copy record of each donation posted in the batch.
- A window will appear saying “Posting Successfully Completed”
- Select OK
Posting Donations
Posting donations finalizes your batch and records the donation information into Silent Partner, updating each person’s giving history and the project totals. You must do this before you are able to print the receipts.
Important Note: Ensure all the donations in your batch are correct before you post it, once posted, you cannot edit the donations.
The Steps:
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