Login Page
From the Screen One Instruction Page (as described above), an accountant with your Public School System can access the system using the login information provided by an administrator. See below under ADMINISTRATION/User Manager.
Once in the system, an accountant will be presented with the following links:
Donation Manager, Make a Donation, Reports, Export, Documentation, Modify Password, Log Out.

Donation Manager

• Pull Down Menu: Option to view all donations, all new donations, or all exported donations.
  
  
• Search: A date range is selected to search the database for information on any user or category. The listed information may include: Donation Date, Donators first and Last Name, School and Club/Organization for that donation, the amount of the donation, and exported date. This information will be organized in a similar manner to what an account holder will see. An accountant will have access to edit the profile information, and be able to export individual donation records to the offline donation system. The option to print a receipt for a donation will also be available.

To edit a person's profile information, a pre-filled profile form will appear. An accountant will be able to change this information and submit to the database. To export donation records, an accountant can designate one or more donations to be exported at which time the information will be formatted into an Excel spreadsheet. This format will be importable into the current off-line donation system.

Make A Donation
This page will be a link to the donation center. The link will enable an accountant to enter a donation on behalf of another person.

Reports
Reports can be shown for each individual school or for the entire district. Select a start date and end date for the reports. A start and end date will facilitate retrieving all date range data. Reports may be generated for categories including First and Last Name, School(s), District and or Activities, Donation Amounts, Deposit Transactions, Account Codes, Activities, Transaction Confirmation Numbers, and Matching Funds Company Amount. Each report will include subtotals and grand totals for that particular report and date range. The generated report can be exported into an Excel file, which can then be imported into your access database. A data graph or colored pie chart can be generated for each report. All report information can be sorted by any of the data fields, which belong to that report. Reports can also be inserted directly to your Schools Access database. Additional reports may be requested and built as part of this system upon request

State Reports
State Reports will be an additional category under the Reports Link. Reports can be shown for each individual school or for the entire district. Select a start date and end date for the reports. A start and end date will facilitate retrieving all date range data. Reports may be generated for categories of School Name, School Address, District Name, Donor/Payee Name, Total number of contributing donors, Total number of contributions received in dollars. The generated report can be exported into an Excel file, which can then be imported into your access database. All report information can be sorted by any of the data fields, which belong to that report. A data graph or colored pie chart can be generated for each report. Additional reports may be requested and built as part of this system upon request

Export
Select a start date and end date to export. Choose from a pull down menu to export all donations, all new donations, or all exported donations. An Excel file is formatted and ready to be imported into your access database or directly into your access database. Exporting also will include any report to an excel file.

Help
Instructions on how an accountant may use the features of DS Contributions will be provided.

Modify Password
An accountant may change their password.