Edit flow

Note: This feature is being rolled out to a pilot group initially, and it will be enabled for all clients at a later date.

The Back-end Status is the processing phase and consists of the Transaction Status and Payment Status. Transaction and payment statuses are shown in the All-Giving Report or Tableau.

The My Giving Status is the user-friendly status shown in the UI.

From the My Giving page

Editing a donation

Select the action icon next to the donation you want to edit. Then, select Edit from the drop-down menu, The following values can be edited based on the donation type.

Credit card donation

Original credit card donations cannot be edited.

Offline donation

You can edit offline donations as long as the donation is not tied to a match currently in processing.

The following statuses can be edited.

Back-end status	My Giving status
Recorded	Recorded

Recurring payroll pledge

You can edit recurring payroll pledges from the Scheduled section as long as your pledge is active. However, your edits will not take place until the next deduction is sent.

Warning: If a Giving Campaign restricts editing, you will not be able to edit recurring payroll pledges associated with this campaign.

One-Time payroll pledge

You can edit One-Time payroll pledges from the Scheduled section as long as your pledge is active. However, your edits will not take place until the next deduction is sent.

Warning: If a Giving Campaign restricts editing, you will not be able to edit One-Time payroll pledges associated with this campaign.

Editing/Applying for a match

Select the action icon next to the donation you want to edit. Then, select Apply for Match from the drop-down menu, The following values can be edited based on the donation type.

Credit card match

The following statuses can be edited.

Back-end status	My Giving status
Applied	Awaiting Approval
Resubmit	Resubmit
Pending	Pending

Offline match

You can edit offline matches as long as the match is not currently processing.

The following statuses can be edited.

Back-end status	My Giving status
Applied	Awaiting Approval
Resubmit	Resubmit
Pending	Pending

Recurring payroll match

You can edit recurring payroll matches from the Scheduled section as long as your pledge is active. However, your edits will not take place until the next deduction is sent.

One-Time payroll match

You can edit One-Time payroll matches from the Scheduled section as long as your pledge is active. However, your edits will not take place until the next deduction is sent.