In this article, we will learn how to add a giving fund to a transaction that is missing a fund designation. This is important and helpful for keeping your records up to date and sending out end-of-year tax statements. If a transaction does not have a giving fund associated with the transaction the transaction will not be included in a donors end of the year tax statement.
Adding A Giving Fund
User Permissions needed to access Giving
Account Owner, Admin, or Limited Access with access granted to the Giving Product. If you have additional questions please reference this article.
- Log into your Tithely account.
- Select Giving.
- Select Transactions.
- Locate the transaction with a missing or incorrect giving fund.
Note: Adding the view 'Fund Name' column will help you locate any transaction with a missing fund name. - Select the transaction to expose the transaction details card.
- Select + Add Fund.
- Select the correct Giving Fund in the drop-down menu.
- Select Save.
Note: You will not be able to edit this transaction once you have added and saved a giving fund
You have now successfully added a giving fund to your transactions! You can now proceed to send out your end-of-year tax statements or create accurate reports. If you have any more questions, please don't hesitate to reach out to our support team.