AssociationSphere

Be sure to check with current local, state, and federal regulations and your accountant regarding tax-deductible giving to ensure you are in compliance with...

When entering a new or existing General Transaction you have the option to also upload a document as a part of the Transaction. Next to the Acknowledged fie...

If a Family name has been filled in on the profile of the constituent, the Family field on the transaction entry will already be filled in with that informa...

The Recognition Name field is auto-populated from the information on the constituent's profile page. You can change it to a different Recognition Name f...

No. If you want to change the default Recognition Name for a constituent, go to their Profile tab and update the Recognition Name field. Click Save to save ...

Inside a constituent's record on their Transactions tab, you will see a green Add button. Once you click this button you will be shown two options: &quo...

General, In Kind and Stock transaction records can be moved from one Constituent record to another within the software:  The main Transactions grid Insid...

For general donations and pledge payments, the processing fee can be included in the tax-deductible amount by enabling an Account Setting. By default, this ...

Yes. Locate the column Included Processing Fee to see the amount of processing fee paid by the constituent. The Amount is the amount that was charged to the...