Split Transactions
A split transaction allows you to attribute a single transaction to different causes or programs in your organization. For example, a constituent gives you ...
Fri, 4 Sep, 2026 at 12:34 PM
To enter a split transaction, fill in the top part of the form including the type, date, and total amount of the transaction. Complete the other fields as a...
Fri, 4 Sep, 2026 at 12:50 PM
Yes, any transaction can be a split transaction. Split transactions are usually applied to contributions to divide the proceeds among different revenue cate...
Fri, 4 Sep, 2026 at 12:52 PM
Below the Split Transaction toggle, click on the blue gift box icon. It will say “Add Split Gift” when you hover over it.
Fri, 4 Sep, 2026 at 12:54 PM
There will be a row on the Transaction grid and the constituent's Transactions tab for every row that appears on the split transaction. This allows you ...
Fri, 4 Sep, 2026 at 12:57 PM
Yes, you can edit the information listed in the split transaction grid when you edit a transaction. Click on the amount from the Transactions grid or the co...
Fri, 4 Sep, 2026 at 1:00 PM
Yes. Open the transaction to be edited and scroll over to the far right of the split transaction grid. Click on the trash can icon. Click Delete to confirm ...
Fri, 4 Sep, 2026 at 1:02 PM