How to Change the Designation on a Settled Transaction

Deborah Adams -


After a donation is settled, you can change the designation assigned to the donation if necessary.

First, under the Donor Tab, search for the donor, click to highlight their name and click on View Transactions.




Next, on the next page click on Transactions from the left-hand side menu. Then, click to highlight the transaction you need to edit and click on View Transaction.




On the pop-up box, click on the pencil icon next to the Designation.


On the next screen, you can start typing the name of the correct designation and you will see it appear. Then just click on the designation’s name, enter the amount of the transaction, and then click on Submit.




On the next screen, you will receive a confirmation that the adjustment has been successfully entered.




The new designation will then be reflected on your Donor’s account and for all your transaction reports.






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