The donation must be matched to a financial relationship on the constituent's record. Verify The Raiser's Edge Constituent Bank column is populated by following these steps:
  1. Open the transaction grid in the respective plugin (Netcommunity or OLX) in The Raiser's Edge
  2. Select the transaction that needs to be processed
  3. Click Find Bank button in the Bank Linking section for the transaction
  4. If the bank record exists:
    1. Click Find to search for the existing bank record
    2. Enter search criteria
    3. Click Find Next button
    4. Select the existing record
  5. If the bank record does not exist:
    1. Click Add New
The transaction should now be able to be processed