Enter and edit donation drafts

A draft records the donation details and proposed allocations. Saving it does not post a receipt, create a journal or collect money.

Field reference

Field	Rule	Example
Active business unit	Required authorised active unit; fixed after creation	BHT-NORTH
Donor identity	IDENTIFIED or UNIDENTIFIED	IDENTIFIED
Donor Party	Required for identified gifts; active donor	Existing Party #101
Known donor requests public anonymity	Available for identified gifts; internal Party retained	Checked on request
Currency code	Required valid supported three-letter transaction currency	GBP
Total amount	Positive exact amount; at most 15 integer and 4 fractional digits	250.0000
Allocations	1–100 positive rows; unique active fund per row; exact total	150 + 100
Private notes	Optional, maximum 1000 characters	Approved internal context
Update reason	Required when editing; maximum 500 characters	Correct allocation before posting

Selecting UNIDENTIFIED clears Party and public-anonymity choice. It represents an unknown identity; it does not conceal a known one.

Create a donation

1. Open Donations → New draft donation.
2. Select the correct active authorised unit.
3. Choose donor identity and select the active donor when identified.
4. Record public-anonymity preference only where applicable.
5. Enter currency and exact total, then all allocation rows.
6. Review the total and any private notes.
7. Save the draft and inspect its detail: unit, donor type, amount, currency, DRAFT state and original allocations.

Edit a draft

Open detail and choose Edit draft. The current browser requires charity.donation.sensitive.view in addition to update/read rights before editing, so redacted private notes cannot be overwritten accidentally. The guard applies even when notes look empty to the viewer.

Review the full form, keep intended notes and allocations, enter a reason and save. Business unit cannot change. A stale version reloads current values; compare them with the requested correction before resubmitting. Posted and terminal records cannot be edited through this form.

Example: A GBP 250 draft initially allocates 200 to General and 50 to Education. Before posting, change it to 150/100, supply a reason and verify the new saved total remains 250.

Recovery

An allocation mismatch blocks save; correct the rows rather than rounding silently. If a creation response is uncertain, use Retry original creation with the stored original request. Do not start another donation or clear browser storage to remove the warning. See Retries.

An unsupported posting currency can still be a valid draft currency. Draft acceptance is not proof that finance can post it; Currency and dates explains the stricter posting checks.