ProDon:Beneficiaries Module

Beneficiaries Module

Printable version

---

Introduction

The beneficiary module helps you track and process your issued donations' information.It offers the same management operations as ProDon for all the donations your company has issued. This module integrates into ProDon in a transparent way. The operations that ProDon lets you do with cash inflow, the Beneficiary Module enables you to do so with cash outflow. 

Origin

To structure issued transactions, we recommend you to create an origin just for beneficiary activities:

First, you must access the origin management menu. In the main menu, click on "Transactions" and "Origin". In the window which opens, click on to add an origin.

Name it according to your management needs.

Payment Methods

It is possible to create specific payment methods for beneficiary transaction management.

Here is an example:

Beneficiary Occasion

First, open donation occasion management and click on to add a beneficiary occasion.

A beneficiary occasion has approximately the same structure as a standard occasion. 

A: You must check the box "Beneficiaries".	B: You can create activities which type is "Fixed unit price" so that you will be able to issue a fixed amount for an activity.
C: You can create activities which type is "standard", so you will be able to choose the amount to be issued during the transaction.	D: There is no receipt for beneficiary activities.

Beneficiary Activities

There are two types of beneficiary activities: fixed and variable amount.

To create a fixed amount activity: 

A: Enter the code and the description of your activity.	B: Select the type "Sale price" and enter the amount.
C: Enter the origin of your activity.

To create an activity with a variable amount:

A: Enter your activity code and description	B: Select "Standard" type.
C: Enter the origin of your activity

Beneficiary Transactions

To add a beneficiary type transaction, you must first go in transaction management.

A: Click on the tab "Beneficiary".	B: Click on to add a transaction.

In the window where you add transaction, you just have to fill the field in the same way you fill a standard transaction field.

Note: You will only have access to "beneficiary" occasions.

You can create pending transactions. To do so, select an appropriate payment method as "File in Committee Evaluation" and the transaction will be in the "To Be Paid" tab.

Once your "Batch" is completed, you can report it with just as a donation transaction batch.

Beneficiary Reports

From the main menu, choose " Analysis", and "Reports":

Then, select the report " 1. Donation Occasion Results... ".

Select "Beneficiary occasions", then you can select the beneficiary occasions that you specifically need for your record:

Name it, according to your management needs, then click on "Ok".

A record will be created according to the selected parameters.

Transaction List

In "Analysis and History" you will see "Beneficiary" tab. Click on  in that management:

Select the report "3. List of transactions (Compact format):

Select the report 3. List of transactions (Compact Format)

Check the summary options and the options that you will need in your report and then click on "Ok".

A beneficiary transaction list will be generated according to the parameters that you will select.

|}

---

Document name: ProDon:Beneficiaries Module
Version : 5.0.2.11

Printable version