ProDon:Transaction Processing

Introduction

This procedure constitutes the simplified transaction processing in ProDon.

For more detailed explanations on transaction processing, refer to « Transaction Logging », « Validation and Transfer of a Transaction Batch », « Processing Receipts to be Issued », « Processing Documents to be Issued » and « In Memoriam Gifts ».

Transaction Logging

1.Go to Transaction Management:  or menu "Transactions" / " Transactions"

2. Position yourself on the right tab ("Deposit", "Beneficiary" or "Expenditures")

3. Click on to add a new transaction

4. Look for the client (payer or beneficiary) for whom the transaction must be added and click on

5. If the client does not already exist in ProDon, click on

6. Complete all fields of the transaction and click on

7. If other transactions must be entered, repeat steps 4 to 6

8. Once all necessary transactions have been entered, close the client selection window

9. All transactions entered will then be in Transaction Management

Validation and Transfer of a Transaction Batch

1. In Transaction Management, position yourself on the right tab ("Deposit", "Beneficiary" or "Expenditures")

2. Filter transactions to transfer (if needed) and click on

3. Select the correct bank account, specify the cash count (if needed) and check the reports to generate

4. Click on to validate the batch to ensure it contains no errors

5. If the batch does not contain any errors, click on and print reports as needed

Processing Receipts to Be Issued (if needed)

1. Go to Receipt Management:  or menu "Batch Processing" / " Receipts"

2. Position yourself on the right tab ("Receipts to Be Issued", "Annual Receipt", "Receipts with Thank-yous", etc.)

3. Filter receipts to generate (if needed) and click on

4. Check the desired options and click on

5. Print receipts and answer the question correctly

Processing Documents to Be Issued (if needed)

1. Go to Document Management:  or menu "Batch Processing" / " Documents"

2. Position yourself on the "Transferred Transactions" tab

3. Filter documents to generate (if needed) and click on

4. Check the desired options and click on

5. Print documents and answer the question correctly

In Memoriam Gifts (if needed)

1. Go to In Memoriam Document Management:  or menu "Batch Processing" / " In Memoriam Gifts"

2. Click on to generate non-processed documents

3. Check the documents to generate (reports and documents) and click on

4. Print documents and answer the question correctly

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