Difference between revisions of "ProDon:Period Management"
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| − | | '''A: '''Go in the "Summary" tab of any client file. | + | | '''A: '''Go in the "Summary" tab of any client file. |
| '''B: '''View the client's transactions cumulative for each period. | | '''B: '''View the client's transactions cumulative for each period. | ||
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| − | | '''C: '''It is the lifetime total of all the client's transactions. | + | | '''C: '''It is the lifetime total of all the client's transactions. |
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==== In "Analysis & History" ==== | ==== In "Analysis & History" ==== | ||
Revision as of 13:39, 22 June 2011
Contents
Period management
Introduction
Period management is a way to configure a period of time (e.g. the accounting period or a quarter of an organization). When the periods are configured, it is possible to see the summaries for each period in the "Client" files as well as in "Analysis & History". Moreover, these summaries can be used to produce reports and personalized lists, in relation to these specific periods.
Add periods
In the software main menu, first click on "Configuration", then on "
Period".
The period management window opens up, it is then possible to:
| |
| A: Add, Edit/View or Remove periods. | B: View the list of existing periods. |
By clicking on the 
button, the following window will appear:
| Example of an accounting period addition | |
 | |
| A: It is the interval covered by the period. The "Start" field allows you to enter the starting date of the period and the "End" field allows you to enter the ending date of the period. | B: Allows you to assign a complete name to the period. |
| C: Allows you to assign a short name to the period. | D: Two periods having the "Accounting period" box checked can not overlap. The second accounting period will absolutely have to start after the end of the first one. |
| E: When all the fields are filled out, click on "Confirm addition" to record the period. | |
| Example of a quarter addition |
|
| A: Even if the dates of the quarter overlap the dates of the accounting period, it is still possible to add this new period since the "Accounting period" box is not checked. |
|
| Here is the error message that appears when the dates of a new period overlap the dates of an accounting period. |
View the summaries by period
In a client file
| |
| A: Go in the "Summary" tab of any client file. | B: View the client's transactions cumulative for each period. |
| C: It is the lifetime total of all the client's transactions. | |
In "Analysis & History"
It also is possible to view a summary by period in "Analysis & History".
 | |
A: To display the analysis summaries, click on " Display/Hide analysis summaries".
|
B: To display the analysis summaries by period, select "Period" in the drop-down list. |
| C: View the list of summaries by period. | |
Use of a period
In a report
The created periods will also be available you will produce a report.
| A: Select the report to be issued (e.g. a donation occasion results). | B: Click on "Generate". |
| A: Choose the wanted donation occasion. | B: Filter on the transaction date. |
| C: Choose a period from the drop-down menu. | D: The start and end dates corresponding to the chosen period are entered in the appropriate boxes automatically. |
In a personalized list
The periods can also be used in the clients' personalized lists by donations criteria (dynamic and static lists).
