ProDon:Beneficiaries Module

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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 just for beneficiary activities:

ProDon5 Beneficiary Module 001.png
First, you must access the origin management menu. In the main menu, click on "Transactions" and "Origin".

In the window which opens, click on Button add plus.png to add an origin.

ProDon5 Beneficiary Module 002.png
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:
ProDon5 Beneficiary Module 003.png

Beneficiary Occasion

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

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

ProDon5 Beneficiary Module 004.png
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: 

ProDon5 Beneficiary Module 005.png

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:

ProDon5 Beneficiary Module 006.png

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.

ProDon5 Beneficiary Module 007.png

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


ProDon5 Beneficiary Module 008.png

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


ProDon5 Beneficiary Module 009.png

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


ProDon5 Beneficiary Module 010.png

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 Bouton Rapport imprimer.png just as a donation transaction batch.

Beneficiary Reports

Beneficiary Record

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

ProDon5 Beneficiary Module 011.png
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:

ProDon5 Beneficiary Module 012.png
Name it, according to your management needs, then click on "Ok".
ProDon5 Beneficiary Module 013.png
A record will be created according to the selected parameters.

Transaction List

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

Nouveau document.png
Select the report "3. List of transactions (Compact format):
ProDon5 Beneficiary Module 015.png
Select the report 3. List of transactions (Compact Format)
ProDon5 Beneficiary Module 016.png
Check the summary options and the options that you will need in your report and then click on "Ok".
ProDon5 Beneficiary Module 017.png
A beneficiary transaction list will be generated according to the parameters that you will select.


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