The Transaction screen displays all currently existing transactions.
The filter fields located at the top of the page allow you to reduce the number of transactions
displayed by filtering the results based upon:
- Plan Number
- Party Name/SSN/EINNote: You can perform a search for Party Name, SSN or EIN using a partial search. For example, entering swan will return a result of Swanson.
- Plan Type
- User Name
- Organization
- Dates
Hovering over an entry highlights the entry and displays a context menu allowing you to create a contribution,
create a
distribution or delete the
account.