List Master Help: TRANSACTIONS SCREEN

OVERVIEW

This screen displays a list of all transactions associated with a selected record and allows you to add information about new transactions.

List of all transactions: All transactions associated with the record will appear in a boxed list on the upper-left side of the screen. Click a transaction to see detailed information about it. Update or add information, then hit the “Update Transaction” button at the top.

To create a new transaction, enter the date and any other relevant information, then hit the “Update Transaction” button to save. If you’re viewing a transaction at the time you want to start a new one, hit the “Clear Form” button.

TRANSACTIONS fields

Expires: Optional field that automatically updates membership expiration dates based on transaction information entered.

Ask Amount: Use to note suggested giving amounts for the constituent. Personalized letters and emails can automatically include this dollar amount.

Appeals drop-down menu: The boxed menu on the right side lists all appeals ever sent.

Display/To: These fields, at top right, allow you to narrow appeals shown by a given date range. Enter dates then hit the "change" button. 

Appeal Code: Select from a list of all appeals sent, located in the box above and to the right. If there's no box, no appeals have been sent to this contact. 

Use Code: Optional field for restricting funds to specific uses. Each agency creates its own list of use codes.

Check Number: Optional field for entering a check number.

TY Batch: Read-only field showing which batch the thank you letter for this transaction went out in. You can go to the Code Maintenance screen to re-run a letter.

Tr. #: Transaction number, assigned automatically.

Cost Center: Optional accounting code.

General Ledger: Choose from the drop-down menu.

Thank You Letter: Use the drop-down menu to indicate which type of thank you letter the contact will receive.

Amount Paid: Optional field for point-of-sale transactions. A pop-up box calculates change owed. 

Soft Credit: To credit another List Master record for a particular donation or other transaction, enter its record number in this field. The “Go to record” button will take you directly to that record.

Event Info fields: Optional feature for clients using List Master’s event management package.

Notes: Use the long blank field along the bottom of the screen to make any notes related to the transaction, such as “in honor of” or “in memory of.”

Other optional features: List Master can provide agencies selling their products online with a drop-down menu of items for sale, with prices attached. Additional features can be enabled for clients doing point-of-sale transactions. 

We can also set up a feature providing automatic thank you letters and receipts, either printed or sent by email.