Introduction
You may find that you need to manage a transaction to update certain attributions such as the initiative or even assign the transaction to a sustainer account. The below article will outline all of the tabs and what options you have while managing these transactions.
Table of Contents
Instructions: Accessing a Transaction
Under Transactions App > Transactions > Search & Manage, locate transaction to manage. Click on the blue ID or hover over the three dots to the right of a listing listing screen and select manage.
NOTE: The orange symbol next to the Contact info appears to indicate that new contact information has been detected. If a contact was entered twice, or somehow other information was processed similar to the contact listed, the orange symbol will suggest updating the contact information. If clicked, it will provide a quick link to update the contact if desired, or dismiss it. If dismissed, the orange symbol will disappear with no change to the contact.
Detail Tab
General Tab
The page will default to the General subtab under the Detail tab.
Type: Displays what type of donation was made (One Time, Sustainer, etc.) Other types of transactions will display additional fields that contain information regarding invoices/installments for those payment types.
Amount: Displays amount donated, currency and if the payment was confirmed, approved, or unconfirmed/declined. Approved indicates funds are pending whereas Confirmed indicates funds were recieved.
Contact: CharityEngine Contact ID associated with the transaction
Date: Date of the transaction
Account: If assigned to sustainer, pledge, or membership, account is recorded within this field
Category: Type of financial record
Anonymous: If the transaction was made anonymously
GL Code: Election of transaction's assigned general ledger code if applicable
Contact Subtab
Under the Detail tab is the Contact subtab. This holds all of the details of the contact associated with this particular transaction. This information can be updated at any time.
NOTE: Changing the contact information in this section updates the contact ONLY for the single transaction. Go to the Contacts App section (on the sidebar above Donations) in order to update a contact fully.
Contact: CharityEngine Contact record assignment. Leverage Actions drop down to modify
Name: Name of the contact associated with individual transaction record
Employer: Employer associated with transaction
Address: Address associated with the transaction. Click on the drop down link to display additional details. Use the USP icon to sync address (rates apply)
Phone: Phone number associated with the transaction.
Email: Email associated with the transaction.
Actions Button
Next to Contact is an Actions button used to change the type of contact within a transaction. Hover over Actions and click Change when the option appears. A section like the one below will appear, and the type can be selected and the information put in. If the contact information is already saved in the system, click Advanced Search and input a portion of the contact for it to suggest contact options to save. NOTE: The Search button must be pressed in order for suggestions to appear.
Payment Subtab
The payment subtab contains all the payment and billing information associated with the transaction. The method of payment will change what this screen looks like and what options appear. Credit card transactions are not editable, but can be voided if the transaction is approved and still pending.
Tax-Deductible: Allocation of tax-deductible amount
Status: If processed by payment gateway will reflect status of approved, declined, or pending. If transaction such as a check can be updated to reflect confirmed or unconfirmed.
Method: Reflect payment method
Attribution Subtab
The attribution subtab allows a user to give different kinds of credit to a particular transaction, whether it is what campaign the transaction supported, what response channel the donor used to submit the transaction, etc.
Initiative: Assignment of the initiative/campaign associated with the gift
Response Channel: Attribution of source of gift
Solicitor: If applicable, assignment of solicitor who assisted in securing the gift. (1:1)
Region: If applicable, assignment of region attribution
Opportunity: If applicable, assignment of Opportunity ID in which gift may be connected with
Tribute: If applicable, assignment of Tribute Account
Note: adding attributions to a transactions, such as an opportunity, after the creation of the transaction will not cause problems and can be done at any time.
Custom:
Allows users to allocate 8 custom codes for use with transactional records.
Settlement Subtab
Provides user with details regarding payment gateway processing for credit card, ACH, or PayPal/Venmo transactions.
Online Subtab
The online subtab is a space to record the online segments of a campaign that may be relevant to the transaction.
Web Form: Assignment of web form which sourced the gift
Event Microsite: Microsite associated with Peer to Peer fundraising
Hide Online: If donor would rather their donation not appear on your website, this will hide their donation
Display Name As: For donors who wish to present their name associated with the gift
IP Address: Donor's IP address
Peer-to-Peer Subtab
The Peer-to-Peer subtab will indicate whether a donation has been made to a peer-to-peer page. This will typically be filled in automatically if the payment already went through the system, but if it hasn’t (for example, if a donor sent a donation in through cash or check) it is possible to manually enter their donation. Choose to add it to a pre-created page or a pre-established team. Once the page or team has been chosen, simply click ADD and it will appear in a list (example below). Hovering over the three dots in the ACTIONS column will provide the option to delete the attribution.
NOTE: New Peer-to-Peer pages CANNOT be created on this subtab. Peer-to-Peer pages can be created by clicking Online > New Peer-to-Peer.
Acknowledgement Tab
History Subtab
This subtab displays the history of acknowledgements sent out for this particular transaction. It will list the date it was sent, the type (acknowledgement), the method with which it was sent, and the status of the acknowledgement. It will display a copy of what was sent. Click the message to enlarge it and see a copy of what was specifically sent to the contact of this transaction.This view will provide the user with access to all acknowledgements, receipts, and/or tax statements delivered to the donor. 
Preferences Subtab
There are three switches under the Preferences subtab. Click to switch between Yes and No on each of the options at any discretion.
Funds Tab
Fund assignment can be achieved manually or upon entry by web form. User can also create multiple fund entry.
Soft Credits Tab
Allows users to assign one or more soft credit associated with the hard credit.
Matching Tab
If gift is matched by an organization or other institution, the user can also connect the matched gift for attributional tracking
Notes & Files Tab
Allows users to add custom notes associated with the financial transaction and/or append necessary files. 
Advanced Tab
Users can identify and track transactions that are leveraged to sync with external accounting software such as QuickBooks.
