Features in this article may not be included in every Funraise plan.

To Access a Transaction's Profile:

1. Click the green amount of any Transaction

You can also click Edit from the Transaction's action menu (3 dots).

From the GENERAL page on the Transaction profile you can access:

From the Transaction DETAILS page you can view, but not edit:

  • Transaction ID

  • External ID

  • External ID Source

  • Amount

  • Type (One Time, Offline, or Recurring)

  • Operations Tip

  • Source Amount (The amount in the donor's currency)

  • Currency

  • Date

  • Tax Deductible Amount

  • Platform Fee Amount

  • Platform Fee Automatically Collected (Whether or not this fee was charged automatically. If No, the fee will be added as a charge on your monthly invoice).

  • URL

  • UTM Campaign

  • UTM Content

  • UTM Medium

  • UTM Source

  • UTM Term

  • Status

  • Gateway Response

  • Method

  • Company Match Suggested

  • Dedicated To

  • Dedicated Type

  • Dedication Message

  • Donation Comment

  • In-Kind Description

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