Add/Edit Donations
To enter a donation for a new donor
- Select the Donor Type from the dropdown list.
- Complete the Donor and Donation fields. Explanation of some of the fields is provided at the end of this help screen.
- Click the Post button to record your entry.
- Click the Print button if you wish to print a receipt or memo for the new donation. The Donation Print screen appears.
- Choose the Receipt or Memo radio button.
- Choose a Print format. Click the Display button if you wish to see the receipt or memo as it will be printed.
- Select Print or Save As in the File menu of the browser window to print/save the receipt/memo.
- Click the Exit button to return to the Add|Edit Donations screen.
To enter a new donation for an existing donor
- Enter the information requested in the fields in the Donations section of the screen. The Donor section will be filled in. You can edit this information if necessary. Explanation of some of the fields is provided at the end of this help screen.
- Follow Steps 3 through 8 under entering a donation for a new donor (above).
To edit or view information on an existing donor or donation
- View or edit the fields as desired.
- Follow Steps 3 through 8 under entering a donation for a new donor (above).
Donor/Donation Field Descriptions
Donor Type Individual - Individual donates with no organization or company affiliation.
Individual and Organization - Individual donating is associated with or represents a local or national organization with a Voluntary Services code.
Individual and Affiliation - Individual donating is associated with or represents a business entity. This business entity cannot also be a local or national Voluntary Services organization.
Organization - Representative from a national or local Voluntary Services organization makes a donation on behalf of that organization; organization alone is the donor.
Affiliation - Representative of a business entity makes a donation on behalf of that business; business entity alone is the donor.Reference Free-text field for categorizing donations, such as division ID or sub-accounts. General Post Fund General Post Fund account number that the donation has been applied to. Required for monetary donations. Field Service Receipt Receipt number from the Fiscal Service once a donation has been submitted and recorded (e.g. VA Form 10-0368 Automated Field Service Receipt number received.) Value Actual amount of monetary donation or the estimated value of a non-monetary donation.
Designation Purpose or intended recipient of the donation at the VHA facility. Salutation Any words the donor wants to add with the donation. Acknowledgment Date Date the Voluntary Services letter of acknowledgment was sent to the donor. Entered after the donation. Local Branch Free text field for recording the local branch name of a Voluntary Services national organization. Previously termed "PostUnitChapter" in VistA.