Additional Information
Here you will be able to find out what are the relevant details
to fill for the four different categories.
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Donor Section
Existing Donor
For an existing donor that is NOT Anonymous, select the donor’s name from the dropdown under the Donor field.
Auto Population
Once you have selected the donor you wish to create the donation for, their details will be auto completed in the form.
Anonymous Donor
For Anonymous donations not tagged to ANY donor, simply check the ‘Anonymous’ checkbox.
You will not be required to fill in donor details for the Anonymous donation after checking the box.
Donation Section
Donation Date
The Donation Date dropdown field comes with a date picker that you can use to easily navigate to the date you want.
Donation Source
You can set the source/channel of the donation from the dropdown under the Donation Channel field.
Donation Type
You can set the type of the donation from the dropdown under the Donation Type field.
*Dropdown values for Donation Channel and Donation Type fields would have been configured during set-up under the Configuration tab on the top sidebar.
Donation Reference
For the Donation Reference field, you can enter your own Donation Reference number, or you can leave it empty.
For manual entry, any text entered in this field will not affect the Donation ID that Ka-Ching will auto-generate for that donation.
For Bulk Uploads, if the field is populated, Ka-Ching will match the Donation ID to the text entered in this field.
Recurring Donation
For donations that are recurring, you can check the ‘Is Recurring Donation’ checkbox.
Remarks
Donation remarks can be added to the textbox under the Remarks field. This is an optional use field which you can fill up with comments for your information and tracking.
Receipt Section
Receipt Details
You will be able to use this section to track the progress of your Receipt-related tasks and assign created receipts to donations.
TDR Preference
You can check the TDR Preference checkbox if the donor has requested a Tax-Deductible Receipt for the donation you are creating.
Projects/Programme Section
Projects/Programme Details
*Dropdown values for Donation Tag fields would have been configured during set-up under the Configuration tab on the top sidebar.
Donation Tags
You can set Donation tags such as Campaign types and Campaign names from the Donation Tag dropdown fields.
Donation Tags
You can set Donation tags such as Campaign types and Campaign names from the Donation Tag dropdown fields.
Cultural Matching Fund
For charities that are eligible for the Cultural Matching Fund (CMF), there are additional fields that you can use to track donations that your organization can receive CMF matching grants for.
CMF Validity
You can mark donations that meet the criteria for CMF by ticking the ‘Valid for CMF?’ checkbox.
The textbox for CMF Conflict of Interest Declaration can be filled up with remarks if applicable.
CMF Matching Status
You can track the CMF application status for the donation through the CMF Matching Status dropdown.
It comes with a few status options such as: Yes, No, To Be Submitted and Submitted.
Reconciliation Section
Reconciliation Details
Enter accounting information relevant to the donation you are creating.
Reconciled with Bank Statement
You can track a donation that has been compared with your organization’s records by ticking the ‘Is Reconciled with Bank Statement?’ checkbox.
Bank-In Date
You can set the Bank-In Date for the donation via the Bank-In Date field. This field comes with a date picker that you can use to easily navigate to the date you want.
Other fields such as Bank-In Reference and Reconciliation Remarks are optional and can be used to take down information that may be relevant to accounting operations of the donations.
Book-keeping Rev A/C
*Dropdown values for Book-keeping Rev A/C, Book-keeping Bank A/C and QBO Class code fields would have been configured during set-up under the Configuration tab on the top sidebar.
Book-keeping Bank A/C
You can select the revenue account and bank account via their respective drop-down fields.
QuickBooks accounting software
If your organization uses QuickBooks accounting software for donations, you may utilise the additional QBO class and sub class code dropdowns to assign classes to donations for seamless integration with your accounting software or for your own tracking purposes.
Once you have filled up all the relevant donation information in the form, click on Save to confirm the changes. Thereafter, the donation will be created and tagged to the existing donor specified.