Each field on a transaction helps you classify how the payment was made, why it was made, and where it should be allocated.

Represents the fundraising or marketing initiative that prompted the donation or payment: e.g. Christmas Appeal.

Shows how the payment was made e.g. by cheque, payment card.

Identifies what the payment was made for e.g. donation, membership.

Specifies the letter or email you want to send to thank a constituent.

Records which of your bank accounts the money was paid into.

Indicates which currency the payment was made in.

Provides more detail about how the payment was prompted or made, e.g. via direct mail, email etc.

Specifies any purpose the money should be allocated to.

Represents the department within your organisation that the transaction belongs to.