1. Click Accounts
  2. Click Find an Account
  3. Search for and click on the donor
  4. Click Journal
  5. Click Add
  6. Select Gift/Pledge
  7. Fill out the basic information (i.e. Date, Received Amount, Fund, etc) for the donation that was made
  8. Select the gray bar titled Tribute, Soft Credit, and Matching Gift Relationships on the right-hand side of the gift entry
  9. Click the Magnifying Glass icon under Soft Credit Information
  10. Search for and click on the Constituent account who will receive the soft credit
  11. Fill in the Amount field to set how much of the donation the person should receive credit for
  12. Click Save And at the bottom of the page,
Once the transaction has been saved, a soft credit transaction will appear on the Journal of the linked Account.