Approving a Contribution
How to finalize a contribution and commit it to the ledger.
BeginnerTreasurer
Approving a contribution is the final step in the collection lifecycle. By clicking approve, you are officially acknowledging receipt of the funds and locking the record into your group's financial history.
1
Review the Details
Ensure the member, amount, and assigned activity are 100% correct.
2
Click 'Approve'
Click the green 'Approve' button at the bottom of the details panel.
3
Confirm Action
If prompted, confirm that you want to move this money to the permanent ledger.
4
Check the Ledger
The contribution will disappear from the Inbox and now appear in your Ledger and Reports.
Approval is Permanent
Once a contribution is approved, it is moved to the Ledger. While you can still edit it later with Admin privileges, all post-approval edits are permanently tracked in the audit log.