What does it mean? 🕵️
You may have noticed small heart buttons on your Transactions page – this is how you can mark (and unmark) transactions as acknowledged. This option is completely flexible in terms of how you want to use it, and it's also internal. Acknowledging a transaction doesn’t change anything about the transaction itself, no notifications are sent, and nothing is visible to the donor or the public.
You can mark both online and offline transactions as acknowledged. Some example uses of transaction acknowledgements include:
Marking payments as received (ie. mailed check payments)
Separating out donations given by staff members (or another group)
Marking special transactions that need followup, or an additional thank you
How to acknowledge 💛
To mark any of your transactions (online or offline) as acknowledged, follow these steps!
On your dashboard, go to the Transactions page, linked in the left-hand menu.
Find the transaction of interest.
Click the small heart icon next to the transaction – you'll find this on the right side of the line item.
To remove an acknowledgment, click the heart a second time to remove it.
Exporting acknowledgements 📁
You can see all of your acknowledgement data in a single place – a Transaction export. First, you'll need to export your transactions to CSV format. After exporting your desired transactions, open the CSV file and follow these steps:
Scroll to the right until you find a column called acknowledged.
Note whether the rows say TRUE or FALSE.
TRUE means the transaction was acknowledged.
FALSE means the transaction was not acknowledged.