Currently, when we enter matching gifts (using the manual method), there's an error message that I don't understand.
When in the the Matching/Credit tab, I've chosen an amount to be credited and added a creditee. But when choosing 'Matching Gift' under Creditee Type, I get this error message:
"You can not choose this creditee type in a membership transaction!"
Currently, we end up just using the Creditee Type of Soft Credit, but for reporting purposes, we'd really like to be able to use the Matching Gift type.
Anyone have any suggestions or ideas on what's going on here?
Thanks in advance!
Try using the memberships tab instead of the matching/credit tab. Click on apply benefits, select the constituent, then choose matching gift in the drop down to the right of the apply benefits button. Hope that helps!