When credit card transactions are processed outside of your jManage database, a contribution record will be created in your back office with the financial type of "Unknown Financials". In this case, there may be editing you will need to do to the contribution record. We suggest the following:
- HOW TO FIND: go to your back office... Finances... Find Contributions... Search on the financial type "Unknown Financial". If this financial type does not exist in your system, congratulations! This means there are no extraneous transactions happening outside of your system that need to be addressed.
- If no other contribution record was added by hand to your system, go into the contribution record created by your system and change the financial type to the correct label.
- If you have already entered by hand a contribution for the same transaction that occurred outside of your system, we recommend going into the contribution created by your system, setting the status to cancelled and in the notes area stating why the transaction was cancelled (duplicate, outside system transaction, etc).