How to Edit Designations for a Recurring Gift in Trax

Why is this important to me?

You can apply the revenue to a different designation or split the amount between multiple designations.

Step 1: Open a recurring gift record.

Note: Refer to the How to Search for a Revenue Transaction in Trax document to help open a recurring gift transaction.

Step 2: Click Edit designation in the Transaction summary frame.

Step 3: Configure information in the Edit designations window.

Note: You can add multiple designations.

Note: If applicable, click the Distribute evenly button to distribute the amount among all designations.

Step 4: Click the Save button.


Article ID: 3352
Thu 1/28/21 5:37 PM
Fri 1/29/21 10:04 AM