Create a Transaction Type for donations

Objective

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Create a Transaction Type drop-down to identify charitable donation transactions.

Solution

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Create a new value in the Transaction Types drop-down list in the General Settings. 

This Transaction Type is used when configuring Charitable Donations and appears anywhere donation transactions are recorded or viewed, including the Transactions tab of the Family record and the family's transaction history in the Parent Portal.

1. Go to Gear > Settings > General > Drop-down Lists.

2. Scroll to the Transaction section and select Transaction Types.

3. Click Add Row to add a new row to the top of the list.

4. Enter a label for the transaction type, such as "Donation."

5. Select Debit from the type drop-down list.

6. Click Save Changes.

7. Refresh the page. The new transaction type appears in the list alphabetically.

⚙️ User Permissions may limit access to this feature or functionality.