ProDon:Entry of Volunteer Hours

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 " GL accounts".

Click on the button to add the following General Ledger account.
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 " Payment methods".

Click on the 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 to add the following origin code.

A: Enter "Volunteer work hours" in the "Description" field. "07" in this example represents the origin number following the last entered number, simply so that the descriptions are classified according to the number and not to the alphabetical order. However, this is not compulsory.

For more information concerning the addition of an origin code, consult this procedure.

Adding the Donation Occasion

Go to the "Donation occasions management". To do so, from the software home page, click on the "Transactions" menu, then select " Donation occasions".

Click on the button to add the following donation occasion.
A: Enter "VWH" (stands for volunteer work hours) in the "Code" field.	B: Uncheck the "Beneficiaries" box.
C: Enter "Volunteer Work Hours" in the "Description" field.	D: Check the boxes as presented in the example.

For more information concerning the addition of a donation occasion, consult this procedure.

Adding the Donation Occasion Activities

From the "Volunteer work hours" "Edit donation occasion" window, add the activities by clicking on the  button on the right side of the window.

All the activities of the donation occasion must have the following options.
A: Enter the code of the wanted activity in the "Code" field.	B: Enter the description of the wanted activity in the "Description" field.
C: For the "Transaction type" field, select "Sale price", then enter the  "$0.00" price.	D: For the "Receipt" field, select "None".
E: For the "GL account" field, choose the "Non applicable" account created earlier. Also check the "Force this GL account" box, then uncheck the "Compulsory GL account in the transactions and commitments" box.	F: For the "Payment" field, select the "Volunteer work hours" payment method created earlier. Also check the "Force this payment method" box, then uncheck all other boxes iof the section.
G: Do not enter anything in the "Interval for the entry of transactions" section.	H: For the "Origin" field, select the "07-Volunteer work hours" origin code created earlier.

For more information concerning the addition of an activity, consult this procedure.

Creating the Master Document for the Report

Go to the "Master document management". To do so, from the software home page, click on the "Mailings" menu, then select " Master documents".

Go in the "Logilys templates" tab, select the "Template - Volunteer hours report" document, then duplicate the document.

Then modify the document as desired.

To learn how to duplicate a Logilys document template, consult the "Duplicate a Logilys template" section of the "Duplicate a master document" procedure.

NOTE: It is possible to create documents specific to your needs, however the following examples are linked to this document.

Using the Structure

Adding Time

Go to the "Transaction management". To do so, from the software home page, click on the "Transactions" menu, then select " Transactions".

Add transactions as presented in the following example.

Printing the Report

Example of Report

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Document name: ProDon:Entry of Volunteer Hours

Printable version