Process Pending Contributions

The Process Pending Contribution feature prevents duplicate Giving Unit records in CDM+ when a giver chooses to give as a guest. The giver's transaction has been processed or is being processed; this step just ensures that the record will display in your reports accordingly and that a contribution record has been created. Givers who log in to give will not appear on this list. As a best practice, it is good to Process Pending Contributions before pulling Contributions or Giving Unit-based reports.

Tying a Contribution to an Existing Giving Unit

1. To Process Pending Contributions, go to Program → Contributions → Process Pending Contributions.

   

   
   

2. You will see a window that will list all of your recent contributions where someone has given as a guest. You will see a dot next to each contribution record that represents a different status. 

• 🔴 No Giving Unit Record Selected

• 🟡 CDM+ has matched a potential Giving Unit record, please review match to confirm

• 🟢 Ready to Process

3. When you select a contribution that CDM+ cannot easily identify the source (red dot), you can either select a Giving Unit Record to tie the contribution to or create a new record.
   
   To tie a contribution to an existing Giving Unit record, first click to select a contribution that has a red dot. For this contribution, you can see the details about the giver's address and about their pending gift. 

   

   
   

4. In the Giving Unit search field, start typing a portion of the giver's name you want to tie this contribution to, then hit Tab on your keyboard. You will see a list of potential givers that you can tie this contribution to. If there is a match, double-click on the Giving Unit record you want to tie to the contribution. Then, you will see the red dot turn to yellow next to the contribution record. 

   
   

Creating new Giving Unit Records

There are a few ways to Process Pending Contributions and create a corresponding Address, Individual, and Giving Unit record. You can use the Create from Process Pending Contribution feature or Add the records manually. You can see both options below.

Create from Process Pending Contributions

1. If you do not find a match after searching for a Giving Unit, you will need to create a new Giving Unit Record. When using the Create from Process Pending Contributions feature, you will automatically create an Address, Individual, and Giving Unit record. To create these records, simply double-click, Create from Pending Contribution.

   

If no records return from your search, you will see this pop-up asking if you want to create a new Giving Unit. When that happens, click Create From Pending Contribution to create an Address, Individual, and Giving Unit record.

2. After clicking Create from Pending Contribution, you will see that a Giving Unit record has been added and that the red dot has turned to yellow next to the contribution. 

   

   
   

3. You can review the Membership and Giving Unit records created from the Create from Pending Contribution button. You’ll notice that the source for the creation of the Address record is Pending Contribution.

   

Create from New Giving Unit or Add

The second way to add the Address, Individual, and Giving Unit records is to use the New Giving Unit or the Add button. Although more manual, all the details from the pending gift record will be automatically copied into the new Address, Individual, and Giving Unit record windows. This approach allows you to tie a Giving Unit to an existing Address record or add more details to the Membership fields that are not a part of the pending gift record window.

1. If you do not find a match after searching for a Giving Unit, you will need to create a new Giving Unit Record. To use the more manual approach, click the New Giving Unit button.

   

If no records return from your search, you will see this pop-up asking if you want to create a new Giving Unit. When that happens, click Yes to begin creating the needed records.

2. You will see the Add Giving Unit and Select Address windows open. In the Select Address window, setup a find to make sure that this individual is not connected to an existing Address. If they are, click the corresponding Address record and click Select. If there is no existing Address record, click Add.

   
   

   
   

3. When adding a new Address record, you will see in the Address record window that the details from Process Pending Contribution have auto-populated the fields in the Address record. Review the fields and make any changes you wish, such as selecting a Code or Care Group. Save your changes in the upper left sidebar.

   

   
   

4. After clicking Save, you will see all the windows close except the Add Giving Unit and Process Pending Contribution windows. Review the fields in the Add Giving Unit window and click OK.

   

   
   

5. After clicking OK, you will see that a Giving Unit record has been added and that the red dot has turned to yellow next to the contribution.

   

   
   

Finishing Processing your Contributions

1. After you have reviewed all your contributions and have associated them with an existing Giving Unit record or have created a new one, you can now mark these records for processing. Simply click on the records with the yellow dot, and then click Mark for Processing. Then, you will see the dot next to the contribution turn green. 

   
   

   
   

2. Once you have marked all the contributions you want to process, simply click Save at the bottom right corner. All of these contribution records will now be displayed on your reports.