View Contributor Details Accounts Screenshot
Giving > Contributions > Contributor Details allows you to see a household or organization and it's related contributions/receipts. You can see, edit or add pledges, scheduled giving and bank account information directly from within the Contributor Details section.
The Contributions option is selected by default upon entering Contributor Details. The filter choices display year to date by default but can be adjusted as necessary by typing new start and end dates. Additionally, you can choose to see a specific person in the household and decide whether or not to include receipts in the listing.
The contributions/receipts will list in the grid as you have indicated in the filter choices. The actions gear in the far right column allows you to do the following:
If an image is available, a check icon link appears in the Image column. Click the icon to see an image of the check.
Note: Check images are available by scanning checks through Fellowship One Contributions check scanning application. For information on downloading and installing this application click the Support link in Fellowship One. Search using the words " install contributions".
The Pledges option works in conjunction with Giving > Setup > Pledge Drives. Once a pledge drive has been configured, you enter or edit pledges for households, individuals or organizations. When contributions are attributed to the pledge drive, the pledge card updates to show a remaining balance. See Auto Processes for more information about automatically updating pledges.
The Scheduled option displays a form where scheduled contributions can be configured and a grid at the bottom of the page showing all current and past schedules. This feature is available for any church that has the Enterprise or most Plus editions of Fellowship One. It is part of Online Giving and requires a ACTIVE Network Faith payment gateway. See Editing Scheduled Contributions and Online Giving for details.
The Accounts section of Fellowship One is the place where account and routing numbers from scanned checks are stored, as well as the routing numbers and account numbers from accounts that are entered manually.
When entering new account information, users should determine whether or not the account is a Shared AccountOccurs when contributors use a service like online bill pay. Several households may use this service from the same bank. The bank sends the payment on behalf of its customer using the exact same bank account.. See Working with Shared Accounts for more information.
The following information is available for input (based on your Payment GatewayA 3rd party ecommerce payment management system that allows and facilitates online payment.configuration). For more information on Payment Gateways see Getting Started with Online Payment Processing
View Contributor Details Accounts Screenshot
The second half of the page shows the information that has been previously entered in Fellowship One regarding existing accounts
NOTE: The Fellowship One Contributions check scanning application automatically matches a contributor with a scanned check by the account and routing number listed on the check, however, the first time you scan contributions, nothing will match. Once you have used Giving > Contributions > Unmatched to match contributors with checks, the Contributions application will automatically match in the future. The act of matching the contributor to a check saves the account information to the Contributor Details in the Accounts section.
