ProDon:Beneficiaries Module
| Beneficiaries Module |
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 only 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 |
| Name them 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 for 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:
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| A: Enter the code and the description of your activity. | B: Select the type "Selling price" and enter the amount. |
| C: Mark the origin of your activity. | |
To create an activity with a variable amount:
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| A: Enter your activity code and description |
B: Select "Standard" type. |
| C: Mark the origin of your activity |
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Beneficiary Transactions
To add a beneficiary type transaction, you must first go in transaction management.
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| A: Click on the tab "Beneficiary". |
B: Click on to add a transaction. |
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| In the window where you add transaction, you just have to fill the field in the same way as standard transaction. |
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| Note: You will only have access to "beneficiary" occasions. |
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| You can create pending transactions. To do so, select an appropriate payment method as "File Assessed by the Committee" and the transaction will be in the "To Be Paid" tab. |
Once your "Batch" is completed, you can report it 
just as a donation transaction batch.
Beneficiary Reports
Beneficiary Record
From the main menu, choose " Analysis", and "Reports":
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| Then, select the report " 1. Donation Occasion Results... ". |
Select "Beneficiary occasions", then you can select beneficiary occasions that you specifically need for your record:
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| Name it, according to your management needs, then click on "Ok". |
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| 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:
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| Select the report "3. List of transactions (Compact format): |
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| Select the report 3. List of transactions (Compact Format) |
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| Check the summary options and the options that you will need in your report and then click on "Ok". |
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| A beneficiary transaction list will be generated according to the parameters that you will select. |
