How to: Bulk Donation Entry (Offline Donations)

The Bulk Donation Entry page lets you enter offline donations directly into Giving. This can be helpful if you want to record cash or check donations in Giving.

Important: Bulk Donation Entry is only available if you only own our Giving application. 

To enable Bulk Donation Entry, please have your primary Giving manager contact support.

Navigating to Bulk Donation Entry

  1. Click the gear icon MBGiving-GearIcon.png at the top-right corner.
  2. Click Virtual Terminal.
  3. Click Bulk Donation Entry toward the top of the page.

    MBGiving-BulkDonationEntryTab.png

     

Select the Default Fund (Optional)

If you are entering donations that will all (or mostly) go to the same fund, you can choose a default fund. Click the Select Fund for Entire Entry dropdown, choose a fund name, and click the Apply button. All donations will then have this fund preselected. You can still select a different fund for each line individually.

MBGiving-BulkDonationEntry-SelectFund.png

 

Select the Default Payment Source (Optional)

You might also want to set a default payment source if most or all donations will be of the same type. Click the Select Payment Source for Entire Entry dropdown, choose either cash or check, and then click the Apply button. This will preselect that source for all donations. However, you can still choose a different source individually for each line. 

MBGiving-BulkDonationEntry-SelectPaymentSource.png

 

Enter the Donation Details

  1. Click Select Donor.
    • If you're entering a donation for an existing donor, click their name in the list and then click the Select Donor button.
    • Notice that you can use the Search field to easily find existing donors.

      MBGiving-SelectDonor-SearchField.png
    • If the donor is not currently in the system, click the Add Donor button to add them.

      MBGiving-SelectDonor-NewDonorButton.png
  2. Click the Select Fund dropdown to pick the fund name for this donation.
  3. Choose either Cash or Check from the Payment Source dropdown.
  4. Enter a Check #, if applicable. 
  5. Enter the Gross Amount of the donation. 

Continue entering your remaining donations. If you have more than 10 donations to enter, click Add 10 more Rows.

MBGiving-SelectDonor-Add10MoreRows.png

After entering all donations, click the Add Donations button. The donations are now recorded. 

 

Offline Donation Reports

Donations entered through Bulk Donation Entry will show up in the donor's giving history and in the Transactions Report. Click on Reports in the navigation bar, then select Transactions

MBGiving-Reports-Transactions.png

These donations will not have a Batch number and are identified by either a cash or check icon in the source column.

MBGiving-Reports-Transactions-Details.png

These donations will not be included in the Deposits report. 
 

Updated