Edit an Existing Allocation

    On occasion, you may be required to update an existing allocation in case an error has been made by the constituent. Causeview is designed to allow you to update the allocation as needed to ensure that your donations are allocated to their proper funds.

    Here are the steps for modifying an existing allocation:

    1. Find the transaction record that relates to donation.

    2. Select the allocation you wish to modify

    3. Click Edit

    4. Make the adjustments

    5. Click Save.

    Edit an Existing Allocation
    Transactions & Allocations