You can enter check and cash transactions without images as offline transactions from the SecureGive All Transactions page by following the steps below. 

Enter A Single Transaction

1. Go to Reporting > All Transactions
    
2. Click the More Actions button at the right of the page and then choose Add Offline Transaction.
3. Begin searching for the individual by typing a first or last name, or an email address into the Member Information box.   You will either see possible matches displayed or you will see No Results. If the correct person is displayed, select it. If they do not have an existing profile, you can add a member by clicking "Add Member" at the bottom of the results box. This will open up a screen to add in all of the member details. When you have saved the member profile, you will be taken back to the Add Offline Transaction workflow with that member's info prefilled in the Member Information box.
4. Choose the Payment Method of Check, Cash, or Other.  Then choose the date you want to record the transaction.
5. Once you have selected an option in the Location and Transaction Type fields, the Donation/Purchases categories will appear below.
6. You have the option to enter anything you would like into the message box that will be included in the details of the transaction.
7. Next, you can enter your amount(s) then click Create. 
8. The offline transaction will now appear on the All Transactions page at the chosen date of the transaction.

**Please note that if you make a mistake entering an offline transaction or it needs to be adjusted, please delete the transaction and re-enter it. You can delete by clicking on the transaction and viewing the details. You will see a trashcan icon where you can delete. Offline transactions cannot be deleted if they have been adjusted.**

Upload Multiple Offline Transactions

Follow the steps below to upload multiple offline transactions at the same time. All records must connect to an existing profile in SecureGive. 

1. Click the More Actions button at the right of the page and then choose Upload Offline Transactions.
   
   
    
2. You can choose to use SecureGive internal IDs for members, categories, and locations or you can use other options.   Our internal IDs can be found at the end of the SecureGive URL when you view a member's profile, edit a category, or edit a location. You can also use IDs from your Church Management System - we call this the external ID. These must be entered in the ID blanks in SecureGive to use them for importing. You can also use the donor email and location/category names for importing. Just make your choices from the drop-down menus and download the sample template for the correct formatting to be used when compiling your information for import.  **Please note that, when creating your import file, it is best to keep the file size to 500 entries or less. 
    
3. Once you have created your upload file, then drag the file into the Drop a file here section or click that section and then open the file. When importing the file, make sure you have used to drop-down menu again and indicated which Member, Location, and Category lookup you are using in your file. 
    
4. If the file was formatted correctly, then you should see a message at the top of the page that says, "Save to upload" followed by the name of your file.
    
5. Click Save to upload the file.