The ‘Matching Gift with Corp. Totals with Audit’ trail option displays matching gift transactions for both the parent and subsidiary companies, as well as those transactions that have been moved to the reversal table as the result of either a reversal or a modification. These reversed or modified transactions will be in the appropriate date order within the list of ‘good’ transactions and will be noted with the word Reversal to make it clear the transactions are no longer valid.
To display the Matching Claims with Corp. Totals with Audit View for an organization:
Perform a Lookup, using either the Entity's name or Entity ID to display the Entity Profile.
Expand 'Giving' on the Entity Profile Page Tree.
Click 'Views' and the Views Form displays.
In the Views Form, click the 'Matching Gift with Corp. Totals with Audit' row on the list and the detail displays.
Data Fields:
These fields are described in the 'Matching Gift' topic.