Donors & fund
DK-61
Every gift with its numbered receipt, every fund with its balance, and what was spent on which case, by code.
Funds
Balance = money in − money out| Code | Fund | Kind | In | Out | Balance |
|---|
No fund is set up yet.
Add a general fund below before recording the first gift — every gift goes into a fund.
Open a fund
A corpus keeps its principal and spends its income. A restricted fund is for one stated purpose.
Record a gift
Each gift gets the next receipt numberAdd a fund first — a gift has to go into one.
Tick to add the donor now, with this gift.
Stored encrypted; lists show only the last four characters.
Sent to the server as integer paise.
Cheque number, UTR, card slip.
For a gift in kind the amount is the value the facility places on the goods.
Gifts this year
| Receipt | Date | Donor | Fund | Amount | Mode | Receipt | Void |
|---|
No gift has been recorded in this financial year yet.
Record one above; it is numbered from 0001 for the year that began on 1 April.
Donors
PAN shown maskedOnly donors who agree are shown on the donor wall. Record the consent the day it is given.
| Code | Name | Kind | Named on the wall | PAN | Gifts | Consent |
|---|
No donor is on the register yet.
A donor is added the first time a gift is recorded.
Spend from a fund
Recorded against a case code, never a name
A treatment-assistance code from DK-60. It is checked as you leave the box.
Income on a fund
Move money between funds
Adjust a fund
Spent on cases
By case code| Case code | Category | Amount |
|---|
Nothing has been spent against a case code in this period.
Spends without a case code are on the fund's ledger below.
Ledger
With the running balance| Entry | Date | Kind | In | Out | Balance | Case / purpose | Void |
|---|
This fund has no entries yet.
Choose a fund to see every rupee in and out of it.
Receipt settings
CBS prints no tax wording of its own. If your trust holds a registration that donors may cite, type its wording here exactly as your accountant gives it.
Activity
| When | What | By | Detail |
|---|
Nothing has been recorded on this screen yet.