I want to add a company historical record to the platform

(Super)Company Admin > Company Contributions > Other contributions

This function is only available to super company administrators. Please contact your program administrator to gain access to this area.

When you have been given permission access to this you will this icon under Insights and Actions in your Company Admin view.

Historical contributions appears in the tab as shown below, Click on tab to display the page.

A window will appear and if you have added historical records during implementation then you will see records as shown below. You can add historical records for Give Money modules and Give Time modules here.

To add a historical record

Click Actions and select Add Historical Contribution, a window will appear as shown below.

  • First, select the type of historical record, Donation, Volunteer Time or ProBono Time.

  • Then enter the total value amount eg Donation amount or Hours.

  • Then select the date range this applies to your record.

  • Click Save when finished, your tally on User Homepage will be updated to the Lifetime Tally.