Like everything in Rock, it all starts with people. People make financial transactions with your organization through gifts, donations, subscriptions or dues. These transactions can be simple (like money given to a single purpose) or they can be more complex (perhaps a single transaction covers multiple purposes). To be able to handle multiple purposes, transactions have one or more detail records to hold the information for each purpose. In our example below, Ted has given $110 dollars to Rock Solid Church. One hundred of these dollars are designated for the General Fund account with the remaining ten dollars going to the Building Fund account. Transactions represent the actual exchange of currencies for activities like donations, event registrations, or other financial events. Each transaction is made up of one or more detail (or sub) transactions. This allows for giving to more than one account in a single transaction. View Transactions in Batches Where you view transactions in Rock will depend on what you're trying to do. If you're interested in transactions in the context of a specific batch, you can view them on the Batch Detail screen by selecting a batch from the Batch List. Clicking on one of these transactions will then display the Transaction Detail page. Batch - Link to the batch that the transaction belongs to.Person - Link to the person who initiated and authorized the transaction.Date/Time - This is the date and time that the transaction occurred.Source - Where the transaction originated.Transaction Code - This is the transaction code for the item. Most often this transaction code will be generated by an external service like the credit card gateway.Currency Type - The form of payment that was used for the transaction. These don’t have to be traditional forms of payment like cash or checks. For instance, if Non-Cash Asset is chosen when adding the transaction, you can select an Asset Type of property, stock or vehicles. You can add your own non-cash asset types by adding to the Non-Cash Asset Types defined type.Summary - Any notes related to the transaction.Updates - Information about who last updated and processed the transaction.Accounts - This is the account split for the transaction that shows the details for each account that was included on the transaction.Images - Any images that are associated with the transaction (e.g., check images).Refund - Selecting the 'Refund' button allows you to reverse the transaction. More details on the refund process are provided below.Add Transaction - If the batch is still open, you can add a new transaction. This allows you to quickly enter new transactions without having to go back to the batch detail page.Back / Next - The 'Back' and 'Next' buttons allow you to cycle through the transactions in a batch. The transaction list on the Batch Detail page has a few extra options. Options Dropdown - The upper right corner of the list allows you to show the transaction summary or the transaction images.Move Transaction - If the batch is open, you can also move the transaction to a different batch. The batch you're moving to must also be open. When you're searching for a specific transaction, it's often easier to use the transaction filtering capabilities found under Finance > Transactions. This screen allows you to provide a set of search options and list transactions that match. Search for Transactions When you're searching for a specific transaction, it's often easier to use the transaction filtering capabilities found under Finance > Transactions. This screen allows you to provide a set of search options and list transactions that match. Add a Transaction While there are other entry points for transactions (e.g., check scanning, giving on the public website) you can manually add transactions to a batch. You can also edit existing transactions. In either case you'll be brought to the page pictured below. Person - This is where you'll pick theperson who made the contribution that's being entered.Show As Anonymous - Select this option to have the transaction appear as anonymous rather than associated with the person selected above.Transaction Date/Time - This is the date and time that the transaction occurred. You don't need to select a time if it doesn't make sense to do so.Transaction Type - Rock ships with two values for this field, Contribution and Event Registration. In most cases you'll probably be adding a Contribution.Source - The Source indicates where the transaction originated. If you're manually adding transactions, it's likely you'll be entering them from on-site collections, but you can choose other values from the list.Currency Type - The form of payment that was used for the transaction. These don’t have to be traditional forms of payment like cash or checks. For instance, if Non-Cash Asset is chosen when adding the transaction, you can select an Asset Type of property, stock or vehicles. You can add your own non-cash asset types by adding to the Non-Cash Asset Types defined type.Transaction Code - This is the transaction code for the item. Typically, the transaction code will be generated by an external service (e.g., credit card gateway) but when adding transactions manually you can use any code you wish.Comments - These are simply notes that you might want to make about the transaction. These will be visible when viewing the Transaction Detail page described above.Account/Amount - This is where you'll select the account that should be used for the transaction, and the amount of the transaction. You can have multiple accounts and amounts listed for a single transaction, if needed, but you must have at least one.This is a Refund - If the transaction is a refund, then it will be processed as such.Images - You can add one or more images associated with the transaction. Typically, these Refund a Transaction Sometimes you need to rollback a transaction. Selecting the Refund button from the Transaction Detail page will allow you to reverse the payment using the modal shown below.