Split Transactions
A split transaction allows you to attribute a single transaction to different causes or programs. For example, a constituent gives you a check for $1000 and...
Tue, 19 Jul, 2022 at 10:02 AM
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 a...
Tue, 19 Jul, 2022 at 10:08 AM
Yes, any transaction can be split into different For, Fund, Event, Appeal and Fundraising Goal Categories. This includes transaction types for General, Pled...
Tue, 19 Jul, 2022 at 10:11 AM
After the information at the top of the transaction has been entered and with the Split Transaction button set to "YES", a new table will open wit...
Tue, 19 Jul, 2022 at 10:16 AM
There will be a row on the Transaction Grid for every row that appears on the split transaction grid. This allows you to see the most detailed view of the t...
Tue, 19 Jul, 2022 at 10:19 AM
Yes, you can edit the information listed in the split transaction grid when you edit a transaction. Once you save the changes, you will see the updated data...
Tue, 19 Jul, 2022 at 10:20 AM
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 ...
Tue, 19 Jul, 2022 at 10:22 AM