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:
Transaction Details
Supporter
Giving Form
Household
Note
Answers to Questions asked on the Giving Form
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