Funraise

Watch more tutorials at <a href="https://university.funraise.org/" rel="nofollow noopener noreferrer" target="_blank">Funraise's University</a>.

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1. Click the green amount of any Transaction

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

From the General tab on the Transaction profile you can access:

<a href="https://help.funraise.io/transaction-management/create-and-manage-allocations" rel="nofollow noopener noreferrer" target="_blank">Allocation</a>

<a href="https://help.funraise.io/supporter-management/what-is-a-soft-credit" rel="nofollow noopener noreferrer" target="_blank">Soft Credit</a>

Answers to Questions asked on the Giving Form

- Transaction Details
- Supporter
- Giving Form
- Household
- <a href="https://help.funraise.io/transaction-management/create-and-manage-allocations" rel="nofollow noopener noreferrer" target="_blank">Allocation</a>
- <a href="https://help.funraise.io/supporter-management/what-is-a-soft-credit" rel="nofollow noopener noreferrer" target="_blank">Soft Credit</a>
- <a href="https://help.funraise.io/campaign-sites/add-a-transaction-to-a-campaign-site-page-goal" rel="nofollow noopener noreferrer" target="_blank">Page Goal</a>
- <a href="https://help.funraise.io/transaction-management/transaction-tags" rel="nofollow noopener noreferrer" target="_blank">Tags</a>
- Note
- Answers to Questions asked on the Giving Form

From the Details tab you can view, but not edit:

- Amount
- Source Amount
- Currency
- Date
- Status
- Type
- Transaction ID
- Method

- Gateway Response
- Gateway Transaction ID

Learn more about <a href="https://help.funraise.io/en/articles/5063368-donors-cover-fees">Donors Cover Fees</a>

- Donor Covered Fees
- Platform Fee Automatically Collected
- Amount Before Fees
- Donor Covered Fee Amount
- Platform Fee Amount
- External Processing Fee Coverage

- URL
- UTM Campaign
- UTM Content
- UTM Medium
- UTM Source
- UTM Term

- Dedicated To
- Dedication Type
- Dedication Message

- Tax Deductible Amount
- Operations Tip (Legacy data field)
- Payment ID
- External ID
- External ID Source
- Donation Comment
- In-Kind Description
- Company Match Suggested

How to access the Transaction profile. See all the information about a transaction.

Access the Full Transaction Profile

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Access the Full Transaction Profile

Access a Transaction Profile

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