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Data Entry for In-Kind Vendors, Sch. I

Article ID: 1130
Last updated: 07 Jan, 2014

To add a Vendor to an In-Kind Contribution:

1) Create a record for the Vendor Paid

2) Create a TYPE: In-Kind; SUBTYPE: Memo receipt transaction on the Vendor record with the appropriate date & amount. Please also verify the "Deposit Date". Save & close the transaction.

3) Create a TYPE: In-Kind; SUBTYPE: {any except Memo} receipt transaction on the Contributor record with the appropriate date & amount. Please also verify the "Deposit Date". Save the transaction

4) If a new window does not pop open upon creation of the TYPE: In-Kind; SUBTYPE: {any except Memo} receipt transaction, click on "Additional Details". Scroll to the bottom of transaction and expand "Add Transaction Links". Click on "Add New Link"

5) Search for the Vendor transaction. Click "Link" next to the appropriate transaction. Click "OK" to link the transactions. Save & close the transaction.

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Article ID: 1130
Last updated: 07 Jan, 2014
Revision: 1
Views: 330
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