The ‘Pledges/Payments with Corp Totals with Audit’ view displays a complete list of all pledges/payments for the parent organization and all of its subsidiaries. The audit trail option will display those pledges/payments that have had either a reversal or modification. Those 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within the list of ‘good’ transactions and will be noted with the word Reversal to make it clear the transactions are no longer valid.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 Pledges/Payments with Corp. Totals 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 'Pledges/Payments with Corp. Totals with Audit' row on the list and the detail displays.
Data Fields:
These fields are described in the 'Pledges/Payments' topic.