Split Transactions

When you receive a gift or pledge to be distributed across more than one purpose, you create a split transaction. This allows you to allocate parts to different funds, tributes, campaigns, or approaches.

  1. Click Add. The Add Journal Entry screen appears.

  2. Select Split Transaction. The New Split Transaction screen appears.

  3. Enter the details for the transaction totals. You can only enter one date for segment transactions. If you edit one segment at a later time, the segment date remains the same for it and all other transactions.

  4. In the Number of Segments field, enter the total number of segments for this transaction. You can enter up to 60 segments for a transaction.

  5. To indicate that all segments of the transaction are of the same gift type (such as cash or check), select One Gift Type. You cannot change this setting once you add segments. If you select this option, the gift type you use for the first segment repeats for all remaining segments.

  6. Click Add Segments. The segments for your transaction appear below.

  7. Complete each segment as you would any individual transaction. The totals from the segments must equal the overall totals you indicated for the transaction. The available balance at the top of each segment indicates how much of the overall total remains to be assigned to a segment.

  8. To save the transaction and navigate to the option in the drop down menu, click Save And.

To add segments to an existing transaction, from the segment transaction record adjust the total in the Number of Splits field. Additional segments appear at the bottom of the screen, where you complete details for the new segments.

Note: When you add segments to a transaction, you must adjust your received, pledged, and non-deductible amounts on the overall transaction to reflect the updated totals.

To delete a segment from a transaction without deleting the whole transaction, click Delete Split on the segment you want to remove. After the confirmation message appears, you must click Save to complete the deletion.

Note: When you delete segments from a transaction, you must adjust your received, pledged, and non-deductible amounts on the remaining segments to match the totals for the overall transaction.