Fingate Cash Handling & Deposits / Funds Management > Gift Transmittals > How To... > Link / Unlink Gift Transmittals

How To:  Link / Unlink Gift Transmittals

Before You Start


  • If a gift is to be distributed amongst multiple departments or multiple accounts, then a gift transmittal will need to be completed for each allocation and gift transmittals will need to be linked.
  • You may view Gift Transmittal linking information from the Workflow tab.

Expand All Steps  |  Collapse All Steps

  Step 1 – Log in to Gift Transmittals

arrow  Step 2 – Find the Gift Transmittal

From Gift Transmittals Home Page

Using Gift Inquiry


arrow  Step 3 – Link / Unlink Gift Transmittals

Link Gift Transmittals

Unlink Gift Transmittals

 

What's Next?

  • The link information for Gift Transmittals can be found at the bottom of the Workflow tab.

 

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