Nonprofit transaction management with the details close by.

Find a recorded gift, check its amount and fund, or bring a cash or check donation into the picture. Keep everyday transaction review connected to the people supporting your cause.

Talk to the team
Transactions list with filters and Record Gift dialog screenshot · Placeholder

What is nonprofit transaction management?

Transaction management helps a nonprofit review the payment records it holds: who gave, what was recorded, which fund it belongs to and what needs attention. It supports the practical work between receiving a gift and reviewing a batch.

  • Find the record

    Narrow loaded records by donor or ID, date, amount, campaign, method and status.

  • Include offline gifts

    Record an offline gift with its amount, fund and payment method.

  • Prepare a working export

    Download selected records or filtered records currently loaded in the list.

Start with the gift.

The details behind a transaction, in reach.

Review the transaction list and use the available filters to locate a record. Open its details before correcting a manual entry or adding eligible gifts to an open batch.

Keep in view

  • Look up a donor name or transaction ID in the loaded list.
  • Narrow by dates, amounts, payment methods and status.
  • Add eligible, unbatched transactions to an open batch.

The gift arrived offline.

Give cash and checks a recorded place.

The Record Gift flow captures an amount, fund and method, with donor and campaign details where applicable. Check details can be recorded, and an optional email receipt depends on recipient information and configured email delivery.

Put it into practice

  • Record the fund and a positive gift amount.
  • Include check details when applicable.
  • Review the receipt recipient and delivery setup before sending.

Illustrative scenario · Fictional information

A check arrives after the appeal.

A fictional food pantry receives a check from an existing supporter. The team wants the gift recorded against the right fund before preparing its next batch.

  1. Find the supporter and record the gift amount, fund and method.
  2. Check the saved transaction details and correct any permitted manual-entry errors.
  3. Select the eligible record for an open batch and export a working CSV if needed.

Check the saved gift against the check you received, and confirm the deposit separately.

Questions about managing donations

Yes. Record an offline gift with its amount, fund and payment method, along with donor and check details where relevant. This helps bring gifts received away from your website into your donation records.

Look for the donor’s name or transaction ID, then narrow the list by date, amount, campaign, payment method or status. Filters work on the records you have loaded, so load older records when looking further back.

Yes. Export selected donations or the filtered records you have loaded as a CSV. Check that the list includes the dates and donations your finance team needs before downloading.

You can correct the date, amount and fund on a manually recorded gift in Mobli. These controls do not change payments handled by a payment processor.

Yes. Select eligible gifts that are not already in a batch and add them to an open batch. This keeps a group of donations together for the next review.

Yes, the gift-entry form includes an email receipt option. Your organization needs email delivery set up and a valid email address for the recipient.

Give the next transaction review a clear starting point.

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