How to key in cash and cheque giving

Cash, cheques and giving envelopes from the Sunday offering can all be recorded in Hubb, so your giving records are complete, your members see their full giving history, and every eligible gift is ready for Gift Aid. The keyed import is built for typing in a batch quickly, and this guide shows you how.

Keying in offline giving

1. In the Finance area of the web office, open the Payment Imports tab and use the ‘+’ icon (or the tasks) to add a new keyed import.
2. Give the import a title, and choose whether to find people by name or by a custom field (envelope numbers, for example).
3. For each gift, pick the payment group and option the income belongs to, select the person (or add a new record if they’re not in the system), then enter the amount, whether Gift Aid has already been claimed on it, the payment method, and the date and time it was given. Press Enter to add the line.
4. Work through the batch. The screen is built for typing: Tab moves between fields, Spacebar activates, and Enter adds each line. Each added line appears at the bottom, and the red bin icon removes any mistakes.
5. When the batch is done, click the green ‘Import Payments’ button to bring the payments into the system.

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Good to know

• The padlock icons are the big time-saver: lock the date box (or any box) and every line you add keeps that value, perfect for a batch that all came in on the same Sunday.
• The import saves itself in the background as you go, so you can close it and come back; unfinished imports sit in the list highlighted in yellow, and can be deleted with the bin icon while still in editing.
• Giving that arrives straight into your bank (standing orders and transfers) is quicker to bring in from a statement; see how to import giving from your bank statement.