Difference between revisions of "ProDon:Entry of Volunteer Hours"

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=== Adding the Origin Code  ===
 
=== Adding the Origin Code  ===
  
Go to the "Origin codes management". To do so, from the software, click on the "Transactions" menu, then select "Origin codes".
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Go to the "Origin codes management". To do so, from the software, click on the "Transactions" menu, then select "Origin codes".  
  
 
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Click on the [[Image:Button_add_plus.png]] button to add the followind origin code.
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Click on the [[Image:Button add plus.png]] button to add the following origin code.  
  
 
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Revision as of 11:06, 3 February 2012

Template:Header ProDon

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 date 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.

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, click on the "Transactions" menu, then select "Origin codes".

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



Adding the Donation Occasion


Adding the Donation Occasion Activities


Creating the Master Document for the Report

Using the Structure

Adding Time


Filtering the Clients who did Volunteer Hours


Printing the Report


Example of Report


Document name: ProDon:Entry of Volunteer Hours