Add an appraisal

  1. Access the record of the gift-in-kind payment. For information about how to access a payment record, refer to Search for Transactions.

  2. On the Appraisals tab, select Add. The Add an appraisal screen appears.

  3. In the Appraiser field, search for and select the constituent that determines the value of the item.

  4. Enter the value determined at the appraisal and date of the appraisal.

  5. In the Description field, enter information about the appraisal method or additional details to track about the appraisal.

  6. In the Appraisal fee field, enter the appraisal fee associated with the appraisal of the gift-in-kind.

    Note: It is not required to enter the appraisal fee. The fee is not included in appraisal calculations and has no impact on general ledger mappings or distributions.

  7. Select Save. You return to the payment record.