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Version: 26.0.29

Donations

Open Accounts Manager > Donations to record money received as a donation rather than as payment against a member invoice.

On a phone or narrow window, Record donation and Refresh sit together below the page title. The record action fills the available row space, with Refresh beside it. Search and date/status filters remain below the header in the Libcodesk WebApp and Standalone app.

Record A Donation​

  1. Confirm the active library.
  2. Choose Record donation.
  3. Enter the donor name, purpose, transaction date, amount, payment method, and reference where available.
  4. Review the organization currency and library.
  5. Save and confirm the new record.

The donation records the staff account responsible for entry. Use the row action menu to view details, regenerate its acknowledgement, edit where allowed, or cancel with a reason.

Troubleshooting​

  • Wrong currency or library: Cancel before creating a corrected record when editing is not permitted.
  • Acknowledgement does not print: Regenerate it from details and allow the system print dialog.
  • Donation is absent from Account Desk: Confirm date, library, status, and active filters.

Do And Don'ts​

  • Do distinguish a donation from payment against an invoice.
  • Do enter a useful purpose and payment reference.
  • Don't remove an incorrect historical record; cancel it with a reason.
  • Don't record donated books as money—use the appropriate collection-acquisition workflow.

FAQ​

Can an anonymous donation be recorded?

Use the visible anonymous option or organization-approved label when the form permits it. Do not invent personal details.

Screenshot To Add: Donation list, create dialog, details, and acknowledgement.