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The Basics of Transactions and Allocations

    Allocations occur when the donor or the cause determine that funds need to be directed to a particular purpose. This is done at the transaction level. Allocations can only be made to campaigns or funds that are established in the Causeview database. Clicking on New Allocation begins the allocation process.

    The completed Allocation Detail record appears like this.


    The Basics of Transactions and Allocations
    Transactions & Allocations
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