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Section 5
Section 5
User Stories for this section
Gift Entry Setup
As a(n) bookkeeper, I need to enter checks in batches with fund allocations so that we can quickly keep track of donations.
Formulas and rollups
As a development staff member, I need to report on all donations both soft and hard credited so that we can accurately see how much a donor has given whether funds were given directly or through a Donor Advised Fund.
Tasks: Section 5
Check
Task
Start Date
End Date
Assigned to
Status
Category
1
Enable Gift Entry
Not yet started
Configuration
2
Create Gift Entry Template
Not yet started
Configuration
3
Turn on Enhanced Recurring Donations
Not yet started
Configuration
4
Enable Customizable Rollups
Not yet started
Configuration
5
Create Rollups and Formulas
Not yet started
Configuration
6
Create an Opportunity with Contact Role Soft Credits
Not yet started
Learning
7
Create an Opportunity with Partial Soft Credits
Not yet started
Learning
8
Recalculate Rollups
Not yet started
Learning
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