Revenue Record Details

Revenue records contain summary information about each revenue transaction your organization receives, such as: payments, pledges, recurring gifts, matching gift claims, grant awards and miscellaneous payments.

Note: Miscellaneous payments are payments with limited characteristics that you manage from Treasury. You can select a post status for a miscellaneous payment or link one to a deposit. However, you can not apply a miscellaneous payment to a commitment.

Other than miscellaneous payments, revenue transactions are associated with a constituent. At the top of the record, the name of the constituent associated with the revenue appears as a link to the constituent’s record. To view information about the constituent who paid the revenue, select the link. For example, to view information about Robert Hernandez, who paid the revenue, select Robert C. Hernandez at the top of the revenue record. Robert Hernandez’s constituent record appears.

Note: You can change the constituent associated with the revenue, such as if you enter the wrong constituent when you add the transaction. For information about how to change the constituent, see Change Constituent on a Revenue Record.

The record also provides additional detailed information about the revenue, such as the payment amount, receipt amount, and acknowledgement status. To help you navigate through this information, the revenue record contains multiple tabs. The tabs that appear depend on the transaction type.

On a revenue record, select the double arrows next to Transaction summary to quickly expand or collapse transaction summary information, including payment amount, payment method details, and post status. Note the following post status information that appears in the Transaction summary section:

  • When you make an adjustment to a posted payment, the post status displays "Posted (activity pending)."

  • When a revenue transaction is edited to reflect both "Not posted" and "Do not post" activity, the post status updates to "Posted (includes 'Do not post' activity)."

Note: For information about the items specific to the record of a payment, pledge, recurring gift, or matching gift claim, see Payment Record, Pledge Record, Recurring Gift Record, or Matching Gift Claim Record.

When you access a revenue transaction record, many of the tabs and options are shared across multiple transaction types.