How to View Transaction Details

Julianne Manning -

You can view the details of a transaction in a couple of different ways.

 

From the Dashboard, click on the drop- down arrow next to Summary and Graph and click on Transactions.

  

 

Next, click to highlight the transaction and then click on View Transaction. Please note, you will only be able to view transaction details of transactions that are not scheduled.

 

 

On the next page you will be able to see the transaction details.

 

From the Donors tab, search for the donor whose transaction you wish to view and click on View Transaction.

 

 

 Next click on Transactions from the left-hand side menu. Then click to highlight the transaction you wish to view and click on View Transaction. Please note, you will only be able to view transaction details of transactions that are not scheduled.

 

 

On the next page you will be able to see the transaction details.

 

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