How to Edit UNH Toggles in Trax

Why is this important to me?

Step 1: Open a payment/pledge transaction.

Note: Refer to the How to Search for a Revenue Transaction in Trax document to help open a payment/pledge record.

Step 2: Click Edit UNH toggles in the Explorer bar.

Step 3: Configure information in the Edit UNH Toggles window.

Note: Click the dropdown arrow in the Annual Fund Calculation field to override the achievement calculation indicator.

Step 4: Click the Save button.


Article ID: 3407
Thu 1/28/21 5:38 PM
Fri 1/29/21 10:06 AM