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Revenue Records

Revenue records contain detailed information about a revenue transaction given by a specific constituent, for example, the date, amount, and transaction type. Revenue records are designed to store all information for a single revenue or transaction in one place. Revenue includes a variety of transaction types, such as gift, pledge, recurring gift, matching gift claim, and payment. Each time you receive revenue, you must create a new revenue record to add the revenue to your database.

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Revenue Record

Details or Designations

Installment/Write-off Activity

Recurring Gift Activity

Payment Activity

Benefits

Recognition

Matching Gifts

Solicitors

Letters

Attributes

Documentation

General Ledger Distributions

Tributes

Stock Sales

Appraisals

Adjustment History

Revenue History

Edit Revenue Amount