Editing Transfer PayPal Funds (section)

== Print CRM Report ==

It is recommended to print this report first and then compare it to the PayPal display of donations received since the last withdrawal. There has been an incident where donations were initiated in PayPal rather than CRM.  As a result, they were not recorded on CRM and had to be added manually.  

# Click on <Donations - Donation Reports> to bring up the list of Contribution Reports.
# Select <Report PayPal Donation>.  This will show a list of the PayPal amounts from the last report.  
# Click on <Search Parameters>, look for the '''Received Date''' and change the '''From''' to the date in the '''To''' Date and the '''To''' date to the current date. 
# Click on [Preview Report].  If all of the amounts reported for the first date were included on the previous PayPal report, click on <Search Parameters> and add 1 day to the '''From''' date, and click on [Preview report]. 
# If the report looks good, click on [Update Report].
# Compare the list of transactions and amounts to the list in PayPal.  Resolve any discrepancies. 
# Check for out of province donations. 
## If the amount is not equal to the Membership fee, refund it.  
## If it equal to the Membership fee, change the Financial Type to "Other Income" and the Contribution Type ID to "17". 
# If the totals and details match, click on [Print report]. Create both a printed copy and a PDF copy.