Value
The value content area allows you to open to edit or record the approved amount and add any value received in return. The system will calculate a “Net Value”. The Net Value reflects the approved amount less value received in return.
Business Admins
Attachments
The attachments tab allows you to view documents added by the creator and add additional items that may be needed. To add an attachment, Click the button “Add Attachment”, enter a name and choose a privacy option. You may add internal use only documents or choose to share the document with the recipient organization. …
Recipient Validation
The Recipient Validation tab provides information for the organization and the creator of the request. Content in this tab is organized into sections by topic and includes general organization information, validation documents, and profile data. Recipient Organization content includes: Below the validation section, any missing items, if any, are noted with a 1-Click option to …
Edit request
If the biz admin is authorized to edit requests, the Edit Button will display in the left-side set of action buttons on the Request Details tab. This will open full editing capabilities of the request details allowing you to alter these fields including items entered by the creator of the request. Commonly used fields are …
Transaction Details
The request details as entered by the creator are displayed in this tab along with action buttons. Left-side Action Buttons – General Purpose: Printing, Email (forward the request), Edit, View the Recipient Details Right-side Action Buttons – Decisions: Recommend, Approve, Defer, Decline Tip: Optionally, when additonal workflow steps are inserted into the review process, …
Accessing Requests
When a new donation, sponsorship or grant request arrives on your dashboard, a notification will be sent to you by email if you have opted to receive notices. STEP 1: To view the request, click on the link in the email or open GivingTrax directly. STEP 2: Clicking the link opens a browser window …
Tabs / Filters
The series of tabs in the table filter the transaction queue based on the status of the request. They include: Notes:
Buttons
Commonly used actions are displayed as hotlink buttons. These include: +Add To Add an Item for Processing Donations by Organization To Search by Recipient Download To Export to CSV File Compare Select Two or More to Compare Print Select One or More to Print Some actions including “Compare” and “Print”, require two steps: First, …
Request Queue
From the home dashboard, click “ The request queue is presented in the form of a table view. Like Microsoft Excel, the table includes a series of tabs, however, unlike Excel, they are located above the data view and act as a filter. Column Headers categorize data and allow for further manipulation of the desired …
Admin Settings
GivingTrax provides the ability to tailor your internal personal admin view. When making color changes, it is important to avoid colors that will be difficult to discern (e.g. white text on light background, light hotlinks on light background). Please note, not all views will be updated. Pages settings and settings that apply to …