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DONATEGC

 

            Recording a Donated Gift Certificate

 

1.   This step is only needed if you want the program to record a

   General Journal entry of the donated gift certificate. This

   would be a one-time only setup, so you wouldn't have to set

   this up again the next time you need to record a donate gift

   certificate.

   a.   Create a G/L account in the Chart of Accounts from the

        Enter/Edit Chart of Accounts option (8,5,1 from the

        Main Menu)

   b.   Type this account number as the default account from

        the fourth or fifth page of Chart of Accounts Defaults

        (option 8,5,3)

 

2.   Record the Gift Certificate using the Issue Gift/Credit

   Certificate option from the Sales Menu.

   a.   If you are using pre-printed Gift or Credit

        Certificates, you should type in the pre-

        printed number of the next certificate in

        your book. Otherwise, you can let the Jewelry

        Shopkeeper assign the next available number.

   b.   Select the name of the individual or the organization

        to whom the certificate is being issued.

   c.   Type in a description to explain what the donation is

        for.

   d.   Type in an amount.

   e.   When the prompt "Do you want to Accept, Cancel, Re-

        enter? (or Donation/Ignore Payment)" appears, select

        the Donation/Ignore option.

   f.   When the prompt "Sure you want to ignore the payment?

        Yes No Donation or other Expense Code" appears, select

        the Donation option.

   g.   Note: If you want to create a general journal entry and

        the G/L code for this particular donation should be

        different than the default G/L for donations as set up

        in section (1) above, then be sure to choose the

        Expense Code option in step (f) above, before selecting

        the Donation option.

 

3.   You can print out a receipt for the donation. However, since

   the computer printed gift certificate receipts are not

   particularly special, many jewelry stores use pre-printed

   slips.

 

4.   If you are donating merchandise, you can now record a sale

   and "pay" for the sale with the donated gift certificate.

   You also might want to use a Dept Code of DON for the sale

   to help reports on these sales.