Basic Transaction Information

Why is there something already in the Recognition Name dropdown box when I do a new transaction?
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
Will the Recognition Name update if I change it on the transaction entry page?
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
What are Pending transactions?
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
Transaction vs Donation via Page
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
Where can I see processing fees?
Below your organization name, select Billing, then select the Statements Tab.    Click on PDF/Excel under the View/Print column to see the Processing F...
Fri, 2 Aug, 2024 at 11:37 AM
What is the difference between For, Fund, Event and Appeal?
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
What is the Fundraising Goal Category?
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, 31 May, 2024 at 4:44 PM
Can I transfer a transaction from one constituent to another?
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
Are processing fees included in the tax-deductible donation amount?
For general donations and pledge payments, the processing fee can be included in the tax-deductible amount by enabling an Account Setting. By default, this ...
Fri, 29 Mar, 2024 at 2:09 PM
Can I see processing fees paid by a constituent on the Transactions Grid?
Yes. Locate the column Included Processing Fee to see the amount of processing fee paid by the constituent. The Amount is the amount that was charged to the...
Fri, 2 Aug, 2024 at 11:38 AM