The ‘Pledges/Payments with Spouse with Audit’ view allows the viewing of pledges/ payment transactions for both the entity and the entity’s spouse. It also shows those pledges/payment transactions that have had either a reversal or modification for both the entity and the entity’s spouse. 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within the list of ‘good’ transactions and will be noted with the word Reversal to make it clear the transactions are no longer valid. The entity’s pledges/payments information displays first, followed by the spouse’s information. To display the Pledges/Payments with Spouse with Audit view.
To display the Pledges/Payments with Spouse with Audit for an entity:
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 Spouse with Audit' row on the list and the detail displays.
Data Fields:
These fields are described in the 'Pledges/Payments' topic.