Confirm a collector's hand-in (and when it doesn't match)

Admins count what arrived and confirm. If it's different from what was collected, Yahiv keeps the difference on record with your note.

Who does this: Owners & admins6 steps
Sign in to Yahiv

Before you start

  • Owner or Admin (only an admin can confirm).
  1. 1

    Open Hand-ins

    Giving → "Hand-ins" tab (or click the hand-in alert). Each waiting hand-in shows who, when, "Cash collected", "Checks" and "They counted".

    Hand-ins waiting to be confirmed.
  2. 2

    Look at the gifts

    Open "The … gifts in this hand-in" to see each name, method, check # and amount.

    Each hand-in lists its gifts.
  3. 3

    Count the envelope

    Type "Cash that arrived" and "Checks that arrived" (they start filled with what was collected).

  4. 4

    Everything matches

    Press "Confirm". You see "Confirmed — everything arrived".

    Confirmed hand-ins move to the list below.
  5. 5

    It doesn't match

    Type what really arrived and write what happened in "Note (needed if different)". Press Confirm. You see "Saved with the difference noted" and the hand-in shows "Difference" in red.

  6. 6

    Sort it out

    When it's resolved, type "How it was sorted out" and press "Mark sorted out".

Tips

  • A pink "They counted" box means the collector's own count was different — talk to them first.
  • Confirmed hand-ins move to the "Confirmed" list below. The checks then wait under Deposits.

If something isn't working

"What arrived is different from what was collected (…) — say what happened".

Write a note in "Note (needed if different)" and Confirm again.

"Say how it was sorted out".

Type a short note before pressing Mark sorted out.

"Only an admin can confirm a hand-in".

Ask an Owner or Admin.

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Confirm a collector's hand-in (and when it doesn't match) · Yahiv help · Yahiv