Receipt Source (Donor) and Donation Category are dropdown lists. You can pulldown the entire list or start typing and a subset list will appear from which to choose.

If you type in a donor that is not in the list, it will appear italicized in blue. You can ignore the "Invalid" message that pops up when you hover over a new donor's name.

If left blank, the Donation Category defaults to "Tithe". For non-tithe donations, select a category from the dropdown list. If you can't determine the appropriate category, simply select "Unknown" and enter a best guess for a Detailed Description.

If a Detailed Description is required for a Donation Category, the cell will be highlighted yellow.

On occasion a single check may have multiple categories. For example, a $100 check may have a note in the memo stating that $75 is for "Tithe" and $25 for "Capital Fund". This receipt should be entered as 2 separate rows, one for $75 and one for $25, with the same donor and check number. The check numbers for checks with split categories such as this are highlighted and italicized.

Loose offering should be entered under the "Anonymous" donor with a category of "Loose Offering".

If instructed to withhold some cash for petty cash, reduce the amount for donor Anonymous/Loose Offering and add an entry for donor "Pettycash Anonymous" with a category of "Loose Offering".