Add Funds Manually
Last updated
Last updated
You can manually add funds to a Community directly. This is useful when you receive a contribution for a Community outside the Donate PR system (like a bank transfer) and want to apply it to a Community's budget, or to represent money you're already holding on the platform.
Navigate to your Dashboard > Communities.
Locate the Community you'd like to add funds to. Click on the three dots and then the Add Funds button.
And fill the form with all required information to add the funds to that Community with the following information:
The source of those funds. It can be your Fiscal Host, another Community, or an Organization. Events and Projects are also displayed here.
The Community's tier to which the donation applies (if any)
A short description of those funds.
The effective date of which the funds cleared your bank account.
The Accounting Category to categorise your accounts
An internal memo used by other host administrators.
The amount of funds you want to send to a Community.
Your host fee, which is the fee you charge your Communities. It's already set to your default, but you can change it to a one-time fee of your preference.
Any payment processor fees that need to be included.
Once you're done, click Add Funds.
Internal memos are used to indicate, to yourself and other administrators, anything of note regarding this transaction. Typically, this will be some information about the source, the provision of funds, or any stipulations under which the funds were provided. For instance:
A purchase order or invoice number
A check number or bank transaction identifier
A grant application and associated award
The memo will appear to any administrator under 'view details on the transaction list:
Made an error when adding some funds! No worries you can now correct your entry. To maintain ledger integrity we effectively delete the transactions related to this added fund and recreate them with the correct information.
Navigate to your Fiscal Host Dashboard > Contributions and press the three dots on the right hand side of the added fund, click 'edit funds'.
The fields that can be updated are:
Description
Source
Recipient (can be edited to any event/project of the same community)
Tier
Effective Date
Memo
Gross Amount
Host Fee
Payment Processor Fee
Tax Number and Rate
An edit activity is also created and displayed in the Contribution details drawer.
