AssociationSphere

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...

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...

The Pending status is for transactions that come in through AssociationSphere pages, such as donation, event, or membership pages.  For constituents com...

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...

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...

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...

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...

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...

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 ...

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...