Practice automating your data entry by completing these 3 steps in your FastFund environment:
- Flag a Transaction: Navigate to Transactions > Donations/Receipts. Enter a $50 Cash Gift for a donor. In the Options area, check the Recurring box, then click SAVE.
- Set the Schedule: Navigate to Transactions > Recurring Transactions (under Activities). Click on the transaction you just created. Set it to repeat Monthly, enter a Start Date of today and an End Date of next year, and check the Automatically Post box. Click SAVE.
- Explore Global Updates: Back on the Recurring Transactions list, check the box next to the transaction you just scheduled. Click the Selected drop-down menu and observe where the Update Recurring Start/End Date tool is located. (You can then use the Selected drop-down to choose Remove from Recurring List to delete this practice entry).