Split Transactions
What is a Split Transaction?A split transaction allows you to attribute a single transaction to different causes or programs in your organization. For example, a constituent gives you a check for $5,000 and wants $4,000 to go towards your event sponsorship and the other $1,000 to got towards scholarships.…How do I enter a Split Transaction?To enter a split transaction, fill in the top part of the form including the type, date, and total amount of the transaction. Complete the other fields as appropriate. Further down the form switch the Split Transaction button to "YES". A new table will open with the first line s…Can I split any transaction type?Yes, any transaction can be a split transaction. Split transactions are usually applied to contributions to divide the proceeds among different revenue categories in a single entry. However, only the amounts and revenue categories can be split. The type cannot be split, so you c…How do I add a new row for a split transaction?Below theSplit Transactiontoggle, click on the blue gift box icon. It will say “Add Split Gift” when you hover over it.How will my split transaction appear on the Transaction Grid?There will be a row on the Transaction grid and the constituent's Transactions tab for every row that appears on the split transaction. This allows you to see the most detailed view of the transaction. For example, if you split a $5,000 transaction into 80%/20%, you will see two…Can I edit a Split Transaction?Yes, you can edit the information listed in the split transaction grid when you edit a transaction. Click on the amount from the Transactions grid or the constituent's Transactions tab to open the transaction record. If you are changing the split amount, but not the total, you c…Can I delete a row from the split transaction grid?Yes. Open the transaction to be edited and scroll over to the far right of the split transaction grid. Click on the trash can icon. Click Delete to confirm that you want to remove this row or Cancel to keep the row.