Fingate Cash Handling & Deposits / Funds Management > Gift Transmittals > How To... > Review / Edit and Approve or Reject Gift Transmittal Form

How To:  Review / Edit and Approve, Reject or Return Gift Transmittal Form

Before You Start

The Gift Transmittal Form must be completed. See How To: Complete Gift Transmittal Form.

 

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  Step 1 – Log in to Gift Transmittals

arrow  Step 2 – Find the Gift Transmittal

From Gifts Home Page

Using Gift Inquiry


  Step 3 – Review / Edit Transmittal Information

arrow  Step 4 – Act on Assigned Tasks

Approve

Reject

Return to Initiator / Creator

 

What's Next?

  • If the Transmittal is approved, the Gift Transmittal moves to the next approver in the workflow. See How to: View Gift Transmittal Workflow and Status.
  • If the Transmittal is rejected, no further action can be taken relative to that gift transmittal number. If the gift transmittal needs to be recreated, it can be found via Gift Inquiry and copied. The copy will be assigned a new transmittal ID number.
  • If the Transmittal is returned to the Gift Initiator / Creator, they must edit and resubmit for approval.

 

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