Preparation
Revenue Entry Setup
- Revenue Batch Preparation
- Revenue Communications Setup
- Constituent/Tributes
- Donor Advised Fund Setup
- Entering Revenue with Crediting Across Affiliates
Revenue Batch Entry, links to all revenue types
Choose the appropriate batch type, Revenue Update is for updating already entered revenue, and Add is to add new revenue
NOTE: Partners counts the full amount of the donation for each tribute. If a donor wants to specify that say $10 goes to Tribute A, and $40 goes to Tribute B, these should be entered as separate transactions in Atlas. CRM requires an amount to be associated with each tribute, and to avoid any confusion we are setting this amount to $0 nightly because we are using the full amount of the gift as the tribute amount.