How to Recredit a Transaction through the Classy Manager

Last Updated: Nov 29, 2017 07:00AM PST

The Classy Manager allows for transactions to be quickly viewed and and edited. In this support article we will walk through how to recredit a transaction to a different individual fundraiser, team page, or campaign

1. Navigate to the Classy Manager
2. Select ‘transactions’
3. Click to edit in the Transaction Record
4. Recredit the transaction

 

1. Navigate to the Classy Manager

From the classic dashboard view, you can click on the avatar in the top right hand of the screen.

2. Select ‘transactions’

Once in the Classy Manager, select the transactions section to gain access to a list of all transactions that have gone through your Classy account.

3. Click to edit in the Transaction Record

Similar to the transactions report in classic reporting, the transactions listing displays all transactions throughout the life of your Classy account.

From here, use the filtering and/or search function to locate the specific transaction record in need of editing. Click on the transaction record’s ID to open up the transaction record.

4. Recredit the transaction

Clicking the edit button within the campaign subsection will allow you to credit the transaction to a specific campaign and to a different fundraising page or team associated with the campaign.