The ‘Transaction List with Spouse with Audit’ view allows the viewing of gift and pledge transactions for both the entity and the entity’s spouse. If the entity does not have a spouse, this view does not display. It also shows those gift and pledge 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within the list of ‘good’ transactions and will be noted with the word Reversal to make it clear the transactions are no longer valid.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 gift and pledge transaction information displays first, followed by the spouse’s information.
To display the Transaction List 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 'Transaction List with Spouse with Audit' row on the list and the detail displays.
Data Fields:
These fields are described in the 'Transaction List' topic.