Offerings

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The Offerings view shows all offering records within a selected period of time. Offering records can be created individually or created through an offering batch. The offerings view is a good way to look for individual offerings from a particular time period.

The Offering Records grid will show you who gave a particular offering, as well as the date, fund, amount, and if an offering was a part of a pledge. You can search and filter your offerings record grid to find specific offering records. By default, the Offering Records grid will only show you offerings that fall within the last 24 months, but you can look at all offerings by unchecking the "Last 24 months" box in the top right corner of the grid. You can also add, edit, copy or delete offering records from this window. Various offering record reports can be created from this view under the print button, including lists sorted by givers, funds, or date, and mailing labels can be created from here as well.

 

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