You can add historic or recently received Transactions to a Constituent's Timeline for a complete picture of their giving. This can be done directly from the Timeline or added via the File Uploader.
Understand the Required Transaction Dates
To ensure the Transaction appears in the correct place on the Timeline and reports correctly on the Giving Stats and Dashboard tiles the dates will need to be set correctly on the transaction.
The date fields to set are:
Date Paid / Transaction Date: the date on which the donation was made.
Date Due: the date the payment was due .
Accounting Date: the date for your accounting period. This date is also used for the Giving Summary Stats and Dashboard tiles.
Add a Transaction via the Timeline
Add the Transaction as usually.
Click the arrows beside the transaction sections to expand additional fields.
Fill in the correct date.
Click Save changes.
Add a Transaction via the File Uploader
Transactions can be added in bulk via the File Uploader:
The date fields are columns within the template and should be set accordingly.