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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
Enable Gift Entry
Not yet started
Configuration
Create Gift Entry Template
Not yet started
Configuration
Turn on Enhanced Recurring Donations
Not yet started
Configuration
Enable Customizable Rollups
Not yet started
Configuration
Create Rollups and Formulas
Not yet started
Configuration
Create an Opportunity with Contact Role Soft Credits
Not yet started
Learning
Create an Opportunity with Partial Soft Credits
Not yet started
Learning
Recalculate Rollups
Not yet started
Learning
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