Plan or Transaction Search

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/EIN
Note: 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.