Ability to split a transaction

It would be helpful if someone writes a check for several different items, or pledges to be able to put that check in once and split the transaction.

  • Guest
  • Nov 22 2016
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  • Guest commented
    January 23, 2019 23:55

    You could also have two donation entries for the same check. It is easy to see during reconciliation because the check # and dates entered are identical. Some donor databases allow you to do it and pick the campaign/approach for the splits.  

  • Elizabeth Grady commented
    July 12, 2017 06:22

    Are you able to show them as a single transaction for banking purposes. So do a split transaction but then it only shows as one transaction on a bank deposit slip that we do as a report?

  • Jestinah McDonald commented
    November 22, 2016 20:03

    You can do this!  When you go to Add, instead of choosing Gift, choose Split Transaction.  I do this regularly for folks who send one check but donate to a couple of different funds within our database.  Makes it easy to enter and also shows it as a split transaction on reports.  However, don't forget to include this transaction type on your reports or they won't show!