Sometimes you might get a donation confirmation email but can’t find an account with the same name as the one on the confirmation page. This can happen sometimes because the DIY or Cart page does a duplicate check on existing accounts. The duplicate check uses 3 keys (name, address, and email) and tries to match at least 2 of the 3 to existing accounts before the database creates a new account. If the Address and Email are correct on another account, the database will place the transaction in that account, even if the name is different. Below is a query you can use to help find “missing” or “lost” transactions.
1. Click Queries 2. Select a category that you want to store this query in 3. Select New Query under the tasks menu 4. Name the query – Lost Transaction 5. Set the Starting criteria to Base/All Constituents 6. Set the Data Return Type to Journal Entry 7. Under MATCH select All 8. Select Commonly Used Fields from the Available Fields drop down menu and click on Journal Entry Date 9. Fill in the date of the transaction 10. Select Commonly Used Fields from the Available Fields drop down menu and click on Individual Transaction Received 11. Select Equal To from the drop-down 12. Fill in the amount of the donation 13. Click Save and Preview
While you are looking at the preview screen, you can click on the individual transactions. Once the transaction is open, you can verify the name on the credit card on the Name on Card field. Once you find the corresponding donor name you have found your transaction. View here to learn more about moving a transaction to another account if needed.