How can I make a deposit for a donation without having to use Accounts Receivable?

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Russell Kilgour
Russell Kilgour Member Posts: 8 Novice Member Novice Member
edited October 2024 in Reckon One
How do I make a bank deposit for a donation without having to use Accounts Receivable? 

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  • David Elliott
    David Elliott Member Posts: 20 Novice Member Novice Member
    edited January 2018
    On the "Money In" > "Receive money" > "Add" window, use the "New" tab to record your donation and anything else which is not the subject of Invoices & Accounts Receivable.
  • Umesh Kumar Kukreja
    Umesh Kumar Kukreja Reckon Alumni Posts: 14 Former Reckon Staff Member Former Reckon Staff
    edited January 2018

    Hi Jo,

    Welcome to Reckon Community.

    Wishing you a Happy New year.

    We would like to inform you that without affecting your Accounts Receivable you cannot enter donation amount.   

    Please follow the below mentioned steps to enter the Donation amount.

    • Please click on day to day > Click on Journals.
    • At the top right hand side click on Add.
    • In the first line Select Accounts Receivable > Enter the Amount under Debit and select the customer’s name.
    • In the second line select any income account.

    Hope it will work.


    Regards,

    Umesh Kumar Kukreja
  • Russell Kilgour
    Russell Kilgour Member Posts: 8 Novice Member Novice Member
    edited January 2018
    many thanks .... I hadn't noticed the tabs at the bottom of the screen    :-)
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