Find screens and records
Open Charity from the application's module navigation. The landing page chooses an available workspace based on your rights; two users may land on different Charity screens.
Application route map
| Screen | Application path | Main purpose |
|---|---|---|
| Charity entry | /charity | First permitted Charity workspace |
| Donations | /charity/donations | Filter and open donations |
| New donation draft | /charity/donations/new | Enter a donation |
| Donation detail | /charity/donations/:id | Summary, allocations, history and financial actions |
| Edit draft | /charity/donations/:id/edit | Edit an eligible draft |
| Donors | /charity/donors | Search donors and activate an existing Party |
| Funds | /charity/funds | Maintain fund classifications |
| Financial configuration | /charity/finance | Settings, calendar, routes and mappings |
| Sponsorships | /charity/sponsorships | List, create and find needs-transfer work |
| Sponsorship detail | /charity/sponsorships/:id | Status, transfer, updates and history |
| Update approvals | /charity/update-approvals | Separate approver's queue |
| Unavailable | /charity/unavailable | Capability/access guidance |
These are paths inside Trade Manager, not documentation hyperlinks. Select actual records through the application; :id is not literal text to paste into a bookmark. Entering a route does not bypass its access checks.
Find a donation
- Open Donations.
- Choose a Business unit or All authorized units.
- Choose DRAFT, CANCELLED, POSTED, REVERSED or all statuses.
- Optionally enter Currency code and Internal donor Party ID.
- Choose Apply filters and check pagination.
- Open the Donation number link and confirm unit, amount, currency and donor type before acting.
The donor filter is an ID field in the current browser. Use an existing verified Party ID; the filter is not a free-text donor-name search. Donor and fund directories have their own search fields. Registers use pages of 20 in the current UI.
Example: Farah filters North / DRAFT / GBP to review unposted donations. Nadia filters North / POSTED to reconcile received money. Neither list proves what exists in South if they lack South access.
A failed request is different from an empty result. Use Retry, Refresh data or the relevant reload action after an error. Do not create a new donation solely because a filtered list is empty.