Review Transactions

Reviewing a transaction is easy, with your entire transaction history available in one place. Depending on your account type, you’ll find it under Processing or Manage Money.

To view transaction history:

1. Click Processing or Manage Money.
2. Scroll down the page to view your transactions.

To search for a specific transaction. click the magnifying glass icon, type in the name of the customer or donor, or use the last 4 digits of the card number, and press Return to run your search.

To check transactions under a specific payment form, follow these steps:

1. Click Payment Forms in the main menu on the left.
2. Locate your desired payment form by scrolling the list or using the search function.
3. Click to view your payment form details in the side panel and scroll down to View All Purchases.