Transaction Entry Defaults can be defined to speed up the entry of transactions or as fallback settings for integrations such as Facebook or Enthuse.
The values you set within these defaults are automatically applied when a new transaction is added - you can change the defaults when adding a transaction if needed.
To configure your Transaction Defaults
Open Settings > Configuration > Transaction Entry Defaults
The below form will be presented:
Select the defaults that you would like for:
Product
Bank Account
Campaign
Channel (this is the channel entry point, not the marketing permissions)
Fund
Department
Payment Method
Email Acknowledgement Template
Mail Acknowledgement Template
Any settings not completed within this area will need to be added directly to the transaction.
The Donorfy Academy features a learning course for Financial Settings - enrol here