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9.9. Sub-Files - Transactions
Sub-File - Transactions
1. Click the Transactions tab on the right of the profile record to view the transactions assigned to this record
2. You can filter which transactions to view so that if there's many, you can more easily find what you're looking for.
- All: displays all contributions and expenses (omits soft allocations)
- Contributions: displays only contributions (includes in-kinds, memo's, misc. income, etc.)
- Expenses: displays only expenses (includes in-kinds, memo's unpaid bills, etc.)
- Show Soft Allocations: displays contributions that this record was credited as a Fundraiser/Bundler for. (this must be selected in order to view contributions linked in this manner)
3. The Summary column displays the Date and Amount of the listed transactions and includes a - Pencil icon, click this to Edit existing transactions
4. The Transaction Details chart to the right of the summary column includes sort arrows so that you may view transactions in order of transaction type, election period, category, etc. (listed in date order by default)
5. The Column Options button on the far right allows you to select which transactions fields to view and sort by in the detailed list (category, account, event, etc.)
6. At the bottom of the transaction list you can view the number of transactions and scroll through them as needed
7. Click the New Transaction button to create a new transaction on this record (various transaction types will appear to choose from- contribution, expense, in-kind, etc.)