ProDon:Entry of Volunteer Hours (Version 4)

From Logilys
Jump to: navigation, search
Entry of Volunteer Hours (Version 4)


CAUTION : This document is for VERSION 4 of Prodon. To go to the document for version 5, click here.

Introduction

The compilation of time banks is used to count the number of volunteer hours worked for the organization, by keeping track of the volunteers' names and the number of hours each of them have worked. Following the compilation of the hours, it is possible to produce a report of the hours worked.

Implementation of the Structure

Prior to compiling the volunteer hours, the structure has to be implemented. That is, creating a General Ledger account, a payment method, an origin code, a donation occasion and activities specific to the compilation of the time bank; then creating a master document for the report.


Adding the General Ledger Account

Go to "General Ledger account management". To do so, from the software home page, click on the "Transactions" menu, then select "Button General Ledger.png GL accounts".

Click on the Button add plus.png button to add the following General Ledger account.

Entry Volunteer Hours 001.png

A: Enter "N/A" in the "Account" field.

B: Enter "N/A" in the "Accounting data export" field if the "Accounting Integration Module" is active.

C: Enter "Non applicable" in the "Description" field.

D: Leave the "Taxes" field empty.

E: Uncheck all boxes.


For more information concerning the addition of a General Ledger code, consult this procedure.

Adding the Payment Method

Go to the "Payment methods management". To do so, from the software home page, click on the "Transactions" menu, then select "Button payment methods.png Payment methods".

Click on the Button add plus.png button to add the following payment method.

Entry Volunteer Hours 002.png

A: Enter "VWH" (stands for volunteer work hours) in the "Code" field.

B: Enter "Volunteer work hours" in the "Description" field.

C: Check the "Donor transaction" box and uncheck all other boxes.

D: Choose the type of transaction "Received or issued".


For more information concerning the addition of a payment method, consult this procedure.

Adding the Origin Code

Go to the "Origin codes management". To do so, from the software home page, click on the "Transactions" menu, then select "Origin codes".

Click on the Button add plus.png button to add the following origin code.

Entry Volunteer Hours 003.png

A: Enter "Volunteer work hours" in the "Description" field. "07" in this example represents the origin number following the last entered number, simply so that the descriptions are classified according to the number and not to the alphabetical order. However, this is not compulsory.


For more information concerning the addition of an origin code, consult this procedure.

Adding the Donation Occasion

Go to the "Donation occasions management". To do so, from the software home page, click on the "Transactions" menu, then select "Bouton Occasion de dons.png Donation occasions".

Click on the Button add plus.png button to add the following donation occasion.

Entry Volunteer Hours 004.png

A: Enter "VWH" (stands for volunteer work hours) in the "Code" field.

B: Uncheck the "Beneficiaries" box.

C: Enter "Volunteer Work Hours" in the "Description" field.

D: Check the boxes as presented in the example.


For more information concerning the addition of a donation occasion, consult this procedure.

Adding the Donation Occasion Activities

From the "Volunteer work hours" "Edit donation occasion" window, add the activities by clicking on the Button add plus.png button on the right side of the window.

All activities of the donation occasion must have the following options.

Entry Volunteer Hours 005.png

A: Enter the code of the wanted activity in the "Code" field.

B: Enter the description of the wanted activity in the "Description" field.

C: For the "Transaction type" field, select "Sale price", then enter the  "$0.00" price.

D: For the "Receipt" field, select "None".

E: For the "GL account" field, choose the "Non applicable" account created earlier. Also check the "Force this GL account" box, then uncheck the "Compulsory GL account in the transactions and commitments" box.

F: For the "Payment" field, select the "Volunteer work hours" payment method created earlier. Also check the "Force this payment method" box, then uncheck all other boxes of the section.

G: Do not enter anything in the "Interval for the entry of transactions" section.

H: For the "Origin" field, select the "07-Volunteer work hours" origin code created earlier.


For more information concerning the addition of an activity, consult this procedure.

Creating the Master Document for the Report

Go to the "Master document management". To do so, from the software home page, click on the "Mailings" menu, then select "Bouton document maître.png Master documents".

Go in the "Logilys templates" tab, select the "Template - Report / Volunteer hours" document, then duplicate the document.

To learn how to duplicate a Logilys document template, consult the "Duplicate a Logilys Template" section of the "Duplicate a Master Document" procedure.

NOTE: It is possible to create documents specific to your needs, however the following examples are linked to the "Template - Report / Volunteer hours" document that has been renamed as "Volunteer Work Hours Report".

Using the Structure

Adding Time

Go to the "Transaction management". To do so, from the software home page, click on the "Transactions" menu, then select "Bouton transactions.png Transactions".

Add transactions as presented in the following example.

Entry Volunteer Hours 006.png

A: Enter the date when the volunteer work has been done. The current date is entered by default.

B: Select the "Volunteer Work Hours" occasion.

C: Select the activity for which the volunteer work has been done.

D: The "Non applicable" General Ledger account is entered automatically and it is not possible to modify it.

E: Enter the number of hours worked in the "Quantity" field.

F: The "Volunteer hours" payment method is entered automatically and it is not possible to modify it.


For more information concerning the addition of a transaction, consult this procedure.

Filtering the Clients who did Volunteer Hours

Go to "Analysis and History". To do so, from the software home page, click on the "Analysis" menu, then select "Button analysis and history.png Analysis and History".

Once in "Analysis and History", make sure that all transactions are displayed (that there is no filter applied).

Then click on the Button Filter.png button, in order to filter the volunteer work hours and select "Add filter" to be able to reuse the filter subsequently.

After clicking on "Add filter", a window allowing to name the filter opens. Name the filter as "Volunteer work time bank".

After naming the filter, the "Filter data" window opens. Go to the "Fields" tab.

Entry Volunteer Hours 007.png

A: Select the "Occasion" field.

B: Select the "List of choices" operation.

C: Select the "Volunteer Work Hours" value.

D: Click on the "Button Check mark Confirm.png Add condition" button.

E: Click on the" Button Check mark Confirm.png Apply" button.

 

For more information concerning filters, consult this procedure.

Printing the Report

In "Analysis and History", once the filter is applied and the active list contains only the volunteer work hours, perform a transaction type mass mailing by clicking on the Button Mailmerge Transaction.png button.

After clicking on the Button Mailmerge Transaction.png button, this window opens.

Entry Volunteer Hours 008.png

A: Select the "All transactions in the current list" option.

B: Check the "Also include clients excluded from the mass mailing" box.

C: Check the "Volunteer Work Hours Report" document or under its new name if it has been renamed when duplicating the document.

NOTE: If the document is not available, see the "Creating the Master Document for the Report" section.

D: Click on "Button Word.png Generate".


For more information concerning mass mailing, consult this procedure.

Example of Report

Entry Volunteer Hours 009.png



Document name: ProDon:Entry of Volunteer Hours (Version 4)
Version : 4.6.6.5