Apply a Transaction in a Revenue Batch to Multiple Designations

Designations specify the campaigns and initiatives, or overall and specific purposes, for a transaction. When you receive a transaction, you must specify how you plan to use the revenue. It is important to enter this information for each transaction your organization receives so you can develop statistics to determine the financial progress of the designation.

When you add a transaction to a batch, you can distribute a single payment amount between multiple designations. When you split a transaction, you must specify the amount to apply to each designation. For example, a constituent may send in a payment to pay for membership dues and to donate to a campaign. You can split the payment so that a specific amount is applied toward membership dues and the rest is applied to the campaign.

Note: With the enhanced revenue batch type, you can use the Split designations task to apply only pledges and recurring gifts to multiple designations. For information about how to apply a payment to multiple designations, see Apply a Payment in a Revenue Batch to Outstanding Commitments.