Matching Transactions
A matching transaction is when one or more constituents make a contribution or purchase from your organization, and another constituent, often the original ...
Tue, 19 Jul, 2022 at 2:24 PM
When entering or editing a transaction, set the Matching Transaction field to “YES”. You can then select the constituent that is going to match this gift. ...
Tue, 19 Jul, 2022 at 2:27 PM
No, AssociationSphere will not record the transaction or create a pledge in the matching constituent’s record. You will need to record this transaction when...
Tue, 19 Jul, 2022 at 2:28 PM
If the constituent is not in the list you can add a new one by clicking on the “+” located to the right of the label Matching Constituent. Select the Pro...
Mon, 18 Jul, 2022 at 4:41 PM
Locate the Matching Transaction column on the Transactions grid and set the filter for the column to “is true”. This will filter the grid to just the matchi...
Tue, 19 Jul, 2022 at 2:28 PM