Contributions Tab - Families

The Contributions Tab provides a snap-shot of the family's giving record over a 5 year period and a view of the current contributions listed for the family to date.

Click the 3-dot button to view the Contribution options.

View Contribution

Edit Contribution

How to Edit Contributions in the Family Record

1. Select the Contributions tab.
   • A list of the contributions associated with this family displays.
2. Find the contribution you would like to edit and on the right side, press the ellipses button.
   • The options on the far right are: View | Edit | Audit | Delete.
     • View displays the contribution details.
     • Edit allows you to make changes to the contribution, including the fund information.
     • Audit displays the history of this contribution.
     • Delete allows you to to delete the contribution.
   • The Edit Contribution dialogue box displays.
3. Change the contribution information.
4. Press Save to record your changes.

Audit Contributions

The Audit selection displays the transaction history for this contribution record. Each time a contribution is edited, the change is recorded and timestamped for a complete audit trail.

Delete Contributions

It does what it says. Be sure you want to delete a contribution from a family record.