1. Contact Role records are automatically created on organization matching gifts. Select the role that will be used on these gifts for the individual donor soft credited on the gift.
2. Select how you prefer your rollups to be calculated if your Fiscal Year does not begin on January 1.
3. Select which contact roles on non-matching gifts should be rolled up as soft credit to contact records.
4. When you make a change to the above settings, be sure to Save settings
5. Soft credits are recalculated on the schedule set. However, you can force a recalculation of soft credits at any time with this button.

Rollups are recalculated automatically on the schedule you set below. You can repeat the recalculation less frequently if you prefer. You can also pick a time that it's least likely there will be other calculations.

If the Running User for the rollups is inactive, the rollups will not run. Be sure the running user is active. If not, click Schedule again and you will become the running user.

You can monitor the progress of a manually run rollup.

If you believe there may have been errors on the rollups, you can check by going to Apex Jobs in the setup menu.

Look for any error reports in Status Detail or listed as Failures.