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Tamzin Stone

Tamzin Stone

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Use a Non Local Offering where:

...

Creating and editing a non local offering 

2Go to the Admin menu, then click Non-Local Offerings.
3

A List of offerings will appear that have already been created.

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4If you wish to search inactive offerings as well, click on the 'Include inactive offerings' checkbox and click Search. 
5Search existing non local offerings: at the Include Inactive offerings field, click the drop-down arrow and select Yes, then click Search.
A list of all non local offerings appears, check the offering has not already been created.
6No offering currently exists - see step 7;
Offering does exist - double-click to open the offering and move to step 5
7

If the desired offering has not currently exist, click on theImage ModifiedButton. 

8

Enter the Offering Name. Click in the Income Account Name, or just press tab. The income and clearing account names will be created automatically with a derivative of the offering name. 

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9Under the offerings tab, fill in the Classification and Roll-up Percentages. 
10

Fill in the distribution, filter, classification and tax details.  Ensure at the 'Active' check box has been selected. and then click Save. 
Note the Income Account Number and Clearing Account Number will be created automatically. once Save is clicked (step 7).

11

If the offering is an eGiving offering, fill in the eGiving Offering Name and the eGiving Description under the eGiving tab. 

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12

Select an eGiving Image from the dropdown list - how to add an eGiving image instructions can be found here eGiving Images.

13

If you do not wish for this offering to show on eGiving, make sure the 'Hide from eGiving' checkbox is selected. 

14Click Save.
15

Under the Area tab, select the entities that can use this non-local offering. If selected, the entity can record transactions using this sub-account, and the offering will be available to show on eGiving (Australia and New Zealand only).

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16

Under the Tax Tab, if you wish to add a new taxable country, click the Add button. Set the tax deductibility: click on the Tax tab. Select a Country from the list

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17Select the Country.
18For Australia - Certificate number = DGR's ABN (Deductible Gift Recipients), Certificate holder = DGR's Organisation name  
19For New Zealand - selecting the country name from the list is sufficient; a Certificate number or Certificate Holder name is not required
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7. Click Save.


8. The eGiving setup screen will automatically open, you can complete the offering's setup in eGiving. For example:

(info) If you would like a picture added to the eGiving list, please have an appropriate/senior team member forward a file (bmp or jpg) to servicedesk as per Showing offering on eGiving

   
Tax deductibility

1Step 6 above shows tax deductibility settings for a non local offering.
2Summary of steps to set/edit tax deductibility: In the entity which administers the offering, select Admin > Non Local Offering. Do a search or scroll to the applicable offering and double-click on it. Once in the Non Local Offering Edit screen select the Tax tab, make the necessary changes and then click Save.