thankQ Help

This option is part of Batch Processing and needs to be enabled. Contact thankQ to discuss.

Example:

One volunteer organises two different sites for the event.  Each site is a separate Sub Event.  The Organiser receives a deposit slip per Sub Event.  Takings from each Sub Event are deposited using their appropriate deposit slip.  

When the Bank Statement is loaded using the Direct Deposit Loader in a Batch, the 2 x bank deposits are identified and a Payment for each is created.  

•The Payment created by thankQ is linked with the Contact.

•The Source Code is set as based on the Source Code associated with the Deposit Slip Reference.  

•The Source 2 is set if the Event associated with the Deposit Slip Reference is a Sub Event.

For Ad-hoc revenue, for example a single cheque from a donor, that Payment needs to be entered against a Contact record.  The operator would have to:

•Create a Payment against Donor Serial Number (or Create New Contact during Payment workflow)

•Set Source Code & Source 2 e.g. Source Code = DD2016, Source 2 = DDSITE01

•Manually add Soft Credit to the Host