Donations that have not been assigned to a Giving ID, will appear under the Unassigned Transactions tab, in the Transactions area of the Finance module.
Unassigned Transactions, can be generated from a Giving Page, where someone who doesn’t have a Donor Profile, has donated. They can also come from a Debit or Credit Card donation, that has been processed, through the Finance module, without a Giving ID.
We can assign an Unassigned Transaction, to a Giving ID, by clicking the Add Person button, to the right of the transaction.
If the person who has made the donation has a Giving ID, we can search for them in the search bar, and click their name in the list.
If they don’t have a Giving ID, we can click the '+' button, to the right of the search bar. This will allow us to create a new Donor Profile for the donor, which the donation will then be applied to.
Once the donation has been applied to a Giving ID, it will be removed from the Unassigned Transactions.