Treasury Data Entry

Users assigned the Data Entry role perform the daily data entry tasks at your organization. Users in this role can add and manage data about constituents, revenue, prospects, events, and volunteers. A Data Entry user can also manage mailings, create queries, and generate reports and KPIs to track and compare data.

Task name	Task description	Functional area
Add a deposit	Add a new deposit.	Treasury
Add a miscellaneous payment	Add a new miscellaneous payment.	Treasury
Add a payment	Add a new payment.	Revenue
All things Altru	Go to the Altru Resources page for videos, class schedules, and online help.	Tickets
Batch entry	Manage batches through all stages of the batch workflow.	Revenue
Batch search	Search for and view batches.	Revenue
Deposit search	Search for and view deposits.	Treasury
Fee	View the fee report.	Sales
Link multiple payments	Link multiple payments to a deposit.	Treasury
Miscellaneous payment search	Search for and view miscellaneous payments.	Treasury
Miscellaneous payments	Create a report for miscellaneous payments.	Treasury
Organization calendar	View events, mailings, and other activities taking place across your organization.	Sales
Tax	View the tax report.	Sales
Transaction search	Search for and view revenue transaction records.	Revenue