As an administrator you can cancel a donation Depending on the needs of your program and the processes we have provided you with the ability to add donations on behalf of an employee. Follow the below instructions:
- Start on the employee's home page as seen below
- Select "Switch View" at the top of the page. See below for reference
- A drop down menu will appear. See below for reference
- Select "Company Admin". You will be re-directed to the page below
- Select the "Employees" icon as seen below
- You will be re-directed to the page below
- This page lists all the employees in your company. Here you can search and manage their contributions
- To find the donation you wish to cancel, search and filter your employees by using the tab at the top of the screen. See image below for reference
- Filter search results through either employee name, email, offices or business units
- Once you have found the employee you were searching for select "Manage Contributions" as seen below
- Once selected you will be re-directed a page similar to the one below. Make sure you have selected "Money giving" on the bar at the top of the page
Company Admin > My Company > Employee Contributions
| Note |
|---|
This is only available to Company Admins that have super administrator access. |
...
Instructions
After clicking on Employee Contributions, you will see a list of employee names on your screen. Go to the search field to enter the employee name you are looking for and then click on the Manage Contributions button.
...
You will be re-directed to the following page:
...
This page shows all the monetary contributions donated by the employee. To find all of the regular giving donations in which you wish to cancel select "Pending" in the status bar at the top of the screen. See image below for reference 
...
This will re-direct you to a page similar to the one below showing all the pending donations which are usually regular giving donations 
...
Once you have found the correct donation
select "Cancel" This willclick the Cancel button. Complete the steps to confirm your action to delete the donation.
You canNext, to view the cancelled donation by
filtering “Cancelled” from the “Status” barselecting the Cancelled option in the drop-down menu.
...
Related articles
| Filter by label (Content by label) | ||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
...
|
...
|
...
|
| Page Properties | ||
|---|---|---|
| ||
|