ISP has built in warnings to let you know when transactions that are added to the system manually are over the transaction limit.
If you manually add a transaction that goes over the contribution limit, the system will provide a text warning at the top of the page and also alert you with a sound. You will still be able to add the transaction but an alert will let you know the threshold has been crossed.
There are a few other important things to know when it comes to transaction limits in ISP:
- If there are transactions in the Pending Imports page that will go over the limit, you will receive a warning there that the threshold has been crossed.
- ISP has an AI option that will conduct imports for you. You can set AI to watch for transactions over the limit and send an email listing them. Furthermore, AI will not automatically import transactions in the Pending Imports page that are over the limit but instead will alert you.
- Due to the complexity of limits, a limit report is not available but we do have a recipe for conducting an exhaustive search for donors over the limit. That said, this would depend heavily on the reporting agency.