Argenta allows you to enter other types of income into the system by using the Misc. Payments and Income. The Misc. Payments and Income is for interest received from the bank and other non-fiscal donation sources.
Grant's are up to you the user, whether you want to list these in Misc. Payments and Income or as Donations/Grants.
To enter a Misc. Payment or Income, choose General Financials > Misc. Payments & Income - from the main menu on the left-hand side:
This opens the Misc. Payments & Income screen. This will list all your Misc. Payments and Income entries. From here, select the "Add New" button:
This opens the Payment Workspace:
This Workspace has three tabs of information. lets go tab-by-tab and field-by-field:
1. Payment Details tab:
On this tab you will see all the details for the payment. Let's go over each field in detail:
- Record Level Permissions - Set As View Only - Placing a checkmark in this box restricts this
record to view-only access unless the user is the user who created the record,
the user is a master admin, or the user is given specific permission to modify
this record on the Record Permissions tab of this
record. Permissions also work by assigning a department, district and/or
precinct. If you have users in your system who are restricted by these
permissions, they will only be able to see records in the
departments/districts/precincts you have granted them access to.
- Record Level Permissions - Lock This Record - Placing a checkmark in this box locks this
record so that users cannot view or update the record unless the user is the
user who created the record, the user is a master admin, or the user is given
specific permission to access this record on the Record Permissions tab
of this record. Permissions also work by assigning a department, district
and/or precinct. If you have users in your system who are restricted by these
permissions, they will only be able to see records in the
departments/districts/precincts you have granted them access to.
- Add Payment To The General Journal - Check mark the box to add the payment into your general journal. Fill in the Fund, Deposit Account, Account Detail Type and Account to add this to your register.
- Paid by Constituent - Select the constituent who made this payment by clicking the Lookup
icon. If the entity making payment is not in the system, click the Add
New 
icon to add them. This is a required field. - Payment Date - By default the current date will be entered. You can change this by manually typing in a date or by using the date selector. This is a required field.
- Payment Amount - Enter the amount of the payment here. This is a required field.
- Payment Method - Use the drop-down menu to select how you received the payment. Example: Check, cash, card, etc. This is a required field.
- Check #/Reference # - Enter a check number or reference number if applicable.
- Payment Description - You can enter a description of your payment here.
- Associated Merchant Fees Expense - If this payment was made with a
credit card and has an associated merchant fee from Stripe, that fee is
added as an expense in the Argenta Business Expense Section. This
field displays the amount of the Stripe fee, for users who have access to
Business Expenses, the fee can be opened from here. If you need to add a
fee, you can do so by selecting the "Add A New Fee" button.
- Chapter - If this payment belongs to a specific chapter within
your organization or you wish to restrict users by chapter, select the
appropriate chapter from the drop-down list. If you have users in your
system who are restricted by chapter, they will only be able to see records in
the chapters you have granted them access to.
- Division - If this payment belongs to a specific division
within your organization or you wish to restrict users by division, select the
appropriate division from the drop-down list. If you have users in your
system who are restricted by division, they will only be able to see records in
the divisions you have granted them access to.
- Department - If this payment belongs to a specific department
within your organization or you wish to restrict users by department, select
the appropriate department from the drop-down list. If you have users in your
system who are restricted by department, they will only be able to see records
in the departments you have granted them access to.
- District - If this payment belongs to a specific district
within your organization or you wish to restrict users by district, select the
appropriate district from the drop-down list. If you have users in your system
who are restricted by district, they will only be able to see records in the
districts you have granted them access to.
- Precinct- If this payment belongs to a specific precinct
within our organization or you wish to restrict users by precinct, select the
appropriate precinct from the drop-down list. If you have users in your system
who are restricted by precinct, they will only be able to see records in the
precincts you have granted them access to.
- Convert This Payment To Another Payment Type - If this payment was made online by an end user and should have been
applied as an invoice payment or a mission trip payment, you can convert
it here. Once the payment is converted it will no longer show up in
Misc. Payments, but in the appropriate payment section of Argenta. Simply select the payment classification from the drop-down list and click "Trigger Conversion" for the payment to be converted.
- Related Files - Like all other modules and sections in Argenta, you can also add an unlimited number of related files to this payment. If you need help adding a file please see our other KB Article - Add Related Files. Make sure to save your changes first before adding related files. If you would like to add any related files to this payment you can do so here. Simply click the "Browse" button to search for and select a file from your computer or drag and drop the file into the "Drag & Drop File Box".
- Notes - If you would like to add any notes to the payment you do so in the Notes section. If you need help adding notes please see our other KB Article - Add A Note to the Notes Section. To add a note, click the "Add Note" button. This will open the "Add A New Note" screen where you can type a note. Click the "Save & Add This Note" button to save the note and be returned to your payment workspace.
With all of these fields entered save your changes before moving on. You can click the "Save All Changes & Continue" button or use the Save
icon from the top.
2. Associated Refunds tab:
This tab will show you any refunds that have been applied to this payment. You can add a refund to this payment by clicking the "Issue A Refund" button. This will open the refund panel: