Transactions Screen

The following table explains the items on the Transaction screen. For information about how to access this screen, see Reconcile an Unapplied Matching Gift Payment.

Screen Item

Description

Amount to apply

This field displays the total amount of the payment available to apply to outstanding claims or payments.

Amount remaining

This field displays the total amount of the payment still unapplied. After you apply the payment, any amount remaining is applied as a gift.

Matching gift claims

This grid displays the outstanding matching gift claims for the organization constituent. You can apply an unapplied matching gift payment to one or multiple matching gift claims. You can view the name of the constituent, total amount, date, and designation associated with each matching gift claim.

In the Applied column, enter the amount of the unapplied matching gift payment to apply to each outstanding matching gift claim.

In the Designation column, you can edit the designations as necessary. To select a different designation, search for and select the applicable designation.

Commitments

To filter the outstanding matching gift claims that appear under Matching gift claims, select the date range of the claims to view.

Apply to

To automatically apply an unapplied matching gift payment to the outstanding matching gift claims that appear under Matching gift claims, select Apply to and select Latest gifts or Oldest gifts.

Payments by related constituents

In this grid, you can search for the payment to apply the matching gift payment to by its constituent, such as if the matching gift claim does not appear under Matching gift claims.

Select Add to search for the constituent associated with the payment the unapplied matching gift payment matches. For information about how to search for a constituent with a matching gift payment, see Matching Gift Relation Revenue Search.

For each payment that appears, you can view the total amount, payment type, designation, and date associated with each transaction. In the Applied amount column, enter the amount of the unapplied matching gift claim to apply to the each payment. You can apply an unapplied matching gift payment to multiple payments.

In the Designation column, you can edit the designations as necessary. To select a different designation, search for and select the applicable designation.