You can add what is called a 'memo' to explain more detail of any transaction.
To do that, follow these steps:
Navigate to the Memo form
- Go to Finance Manager
- Click the Transactions tab
- Click the Miscellaneous tab
- Create New
- Now click Memo Entry
- Search for your individual or organization
- Select the correct entry
Enter the memo transaction
You should land on the Enter Memo form like this:
- Be sure to select whether you are entering a memo to correspond to a contribution or a disbursement
- Enter the remaining details of the memo entry
- Enter Memo text for any description you wish to display on the compliance report
- Enter Note text for any internal descriptions.