ProDon:Link one or more transactions to a commitment

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Link one or more transactions to a commitment


Introduction

You are able to link one or more transactions already entered in your database to a created commitment.

How to link a transaction to a commitment

To be able to link a transaction to a commitment, there is only one requirement: the transaction MUST have the same EXACT information than the one entered in the commitment (occasion, activity, GL group, GL, payment method, canvasser, third party client, etc.)

ProDon5 Link one or more transactions to a commitment 001.png
To be able to link a transaction to a commitment, go to the commitment file and click on the button ProDon5 Link one or more transactions to a commitment 002.png

If the transaction is recognized by the commitment, you will get a notification of the number of linked transactions.


Document name: ProDon:Link one or more transactions to a commitment
Version : 5