Record cash
Log cash so it counts in the donor's giving and gets a receipt. It waits on the Deposits page until you bank it.
Who does this: Office staff4 steps
- 1
Pick the person and the amount
Click “Record” → “Gift”, find the person and type the amount.
The cash amount. - 2
Choose “Cash”
Click “Cash”. Leave Deposit on “Not deposited yet” until you bring it to the bank.
Cash waits on the Deposits page. - 3
Another currency (optional)
If your organization accepts other currencies, a currency box appears next to the amount (for example ILS). Pick it and Yahiv shows the converted amount.
A currency choice appears when other currencies are set up. - 4
Save
Tick a receipt if you want one sent, then click “Save gift”.
Save the cash gift.
Tips
- Cash with no name (a pushka, a collection) can go under a general person such as “Anonymous”, or use Programs → Pushkas.
- Collectors on the go use Record → Collect (phone).
If something isn't working
It says “That currency isn't set up”.
An admin adds currencies and rates under Settings → Profile & branding → Other countries & currencies.
I don't see the currency box.
It only shows for cash, check and other non-card gifts, and only once other currencies are set up.
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