Reassign A Transaction

If you have more than one donation form you may reassign a transaction from one form to another.

• Go to Transaction Reports and click on the Transaction ID to get into the detail page.
• Locate the Reassign button is in the upper Transaction Information section, next to the Form ID.






• Click the green "Reassign This Transaction" button and a drop-down menu with your other form names will appear.


• Make your section and save by clicking on the Reassign button.

If your form has a progress bar the amount on the new (or old) progress bar will be updated.

Also, if the reassigned transaction is recurring, the master transaction will also be updated so future transactions will be assigned correctly.

Note: The reassignment will only apply to future donations. If the donation is recurring you may need to also reassign past transactions.