Financials Module: Basic Fundraiser Guide
How to Set Up and Manage a Basic Fundraiser
- Go to the Financials Module: Fundraising Page
- Click the "Create new campaign" button
- *Note: If you need to set up a Campaign for next year, choose the next Academic Year in the dropdown menu.
- Enter the Name and Description
- Attach and Documents applicable
- Choose a Start and End Date
- Select the Fundraiser Type for Basic fundraiser
- Designate the Amount to member:
- If there is a specific $ Amount
- Or Percentage
- Click "Save"
- Once it has been created, scroll down to the Campaign and click "Update"
- From here you can Add your Members by clicking "Assign to members"
- Use the filter system to find and Select your Members
- Click "Add all" or "Add" individually. They will then appear on the left hand side
- *Note: Members who have just been Added will have $0.00 listed. As earnings are Logged and Distributed, this number will adjust.
How to Track the Earnings on a Basic Fundraiser
- Click the "Earnings" button next to the desired Campaign
- Next to the Member's Name, enter the Money Collected
- Click "Save update"
- Depending on how you set up this Campaign, the numbers will be calculated accordingly at the top:
- Total Collected - the total Amount put into these Earnings over time
- Member Earned - what the Member truly earned (Ex. If this campaign is set for %60 going towards the Member, then $100 entered into Add money collected would by $60 in Member Earned)
- Remainder - what was left over (If we're still using the example above, this Remainder would be $40)
- Amount distributed - what will be listed in total in the Member's Credit Balance
- Click "Distributions mode"
- Check All or Individual Names
- Click "Distribute"
- Click "OK" to confirm that you're ready to give out these Credits
- You will then see the Amount distributed column update to display the amount Distributed
- As well as a new line of Credit logged in this Member's Credits on their Ledger Details Page