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Banner Advancement / Release Guide / 8.1 - Parent Directory

Banner Advancement / Release Guide / 8.1 - Parent Directory

New form - Gift Mass

New form - Gift Mass Entry Form(AGAGMAS)AGAGMAS is used to quickly enter a group of similar, one-time gifts received fromvarious donors. The form supports the entry of high volume gifts associated with fundraising events such as reunions, annual appeals, and radio and television funding drives.The form streamlines the user experience by tracking recognition items that might affectthe tax deductible amount of gifts.Gift Defaults windowThis window is used to enter default information that applies to a group of gifts. Enteringdefaults for a group of gifts minimizes repetitive entries for individual gifts in the group.You can enter gift details, recognition items, solicitation information, and campaign/designation combinations that apply to the group of gifts. As a minimum, the followinggift defaults are required:• Gift date• Gift type• At least one campaign/designation combinationAlthough the information entered in this window applies to all gifts in the group, you canchange information for individual gifts, if necessary, on the IDs window.To help you enter defaults in the Gift Defaults window, you can use the Options menu asfollows:OptionCampaign Detail (AFACAMP)Gift Defaults (AGAPDEF)Institution Rules (AGASPRL)Displays campaign detailsDisplays gift defaults defined for the current userDisplays institution rules for splitting gifts for IDs thathave cross reference codes (relationships such as parentor child)Gift Defaults blockThis block is used to enter defaults that apply to all gifts in the group.14 Banner Advancement 8.1 December 2008Release GuideGift Mass Entry - Functional

FieldCopy Gift DefaultsGift DateFiscal YearGift TypeDescriptionButton used to populate the default field values with the currentuser’s defaults from the Pledge/Gift Default Form (AGAPDEF).Note: You can select Gift Defaults (AGAPDEF) from the Optionsmenu to review the gift defaults defined for the current user.Date associated with gifts in the group. The default is the currentdate, but it can be changed. Required.Fiscal year associated with gifts in the group. The default isbased on the gift date. Fiscal year is automatically updated if achange to the gift date changes the fiscal year. Display only.Gift type and description for gifts in the group. Required.The Advancement to Finance Feed Process (ADPFEED) usesthe gift type to relate gift transactions.The description default comes from the Gift/Payment TypeValidation Form (ATVGIFT). You can change the description onAGAGMAS to record more specific information about the typeof gifts being received.The gift type or description can be adjusted on the Pledge/GiftAdjustment Form (AGAADJS) after individual gifts are enteredand saved. An audit trail is maintained and displayed on the GiftAdjustment List Form (AGCGADJ).List - Gift/Payment Type Validation Codes (ATVGIFT)Match Form ReceivedCheck box that indicates whether matching gift forms werereceived for gifts in the group. Optional.This field is informational only and is not used by the ExpectedMG Allocations Report (AXPMATG) and the Matching GiftAllocations Report (AGPMATG).selectedclearedForm receivedForm not receivedDecember 2008 Banner Advancement 8.1 15Release GuideGift Mass Entry - Functional

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PayBase 8.1 QA Release Notes - Bottomline Technologies
A The Lowell Ledger - To Parent Directory
and THE ALTO SOLO - To Parent Directory
Hosiery! - To Parent Directory
M - To Parent Directory
1 - To Parent Directory