thankQ Help

Pre Banked is used for payments such as:

•Workplace Giving.

•When donors have made the payment directly into your bank account.

•When your Finance department has processed all the payments in the accounting system and the payments are then entered into thankQ for history and reporting.

With Workplace Giving an organisation makes the payment to your organisation for their employees and if this was after tax the employees require the receipt.

A separate payment is therefore required for each employee.

The Cheque No. (if paying by cheque) can be entered in the Narrative with a comment about this being made by way of Workplace Giving.

The organisation can be captured as a soft payment so the payment is reflected on both the employee and employer’s records.

1.Click on the drop down beside Payment Type and select Pre-Banked.

2.Enter information in the Narrative field indicating any cheque no. or other information that can help if this needs to be searched at a later date.

3.Continue entering information as above.

4.Click Ok.