Basic Transaction Information
If a recognition name has been filled in on the profile of the constituent or a company, the recognition name field on the transaction entry page will alrea...
Fri, 15 Jul, 2022 at 4:49 PM
If a recognition name has been filled in on the profile of the constituent or a company, the recognition name field on the transaction tab will already be f...
Fri, 15 Jul, 2022 at 4:53 PM
The Pending status is for transactions that come in through AssociationSphere pages, such as donation, event, or membership pages. For constituents com...
Mon, 8 Aug, 2022 at 6:41 PM
Inside a constituent's record on their Transactions Tab, you will see a green Add button. Once you click this button you will be shown two options: &quo...
Fri, 15 Jul, 2022 at 5:01 PM
Below your organization name, select Billing>Statements. Click on PDF Excel in the View/Print column. In the report gne you will see the Processing Fee...
Fri, 15 Jul, 2022 at 5:11 PM
For every transaction that happens in the software, there is an opportunity to assign it to different categories, For, Fund, Event and Appeal. The example b...
Fri, 22 Jul, 2022 at 2:33 PM
The Fundraising Goal Category is an overall goal which can be a combination of several activities. For example, you could have a Fundraising Goal Category c...
Fri, 22 Jul, 2022 at 2:57 PM
General, In Kind and Stock transaction records can be moved from one Constituent record to another in from the transaction record. Go to the desired transac...
Mon, 9 Jan, 2023 at 6:02 PM