PSFS Home - Giving history: Why am I not able to see giving history?

Why am I not able to see giving history?

The following items may affect what you may or may not see on a family's giving history page:
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Have you or your staff been set up with the proper access rights and fund permissions?

Are the contributions you expect to find on the Giving History page in a closed batch? or were they entered directly on the Contributions page? (if so, skip these bullets)

  • Only posted contributions that are in a closed batch or that were posted directly on the contributions page will be present on the giving history page.

Double-check the tax-deductible status of the fund 
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Double-check to see if the posting was made to the family record or to the member record
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Double-check the posting date

  • The posting date must fall within the selected year on the giving history page. If you know you selected the correct year on this page and all of the above criteria is met, go to the Contributions page and double-check the posting date.

Set the filters to the broadest options available 

 

 

 

Administration → Manage Staff

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Return

 

 

 

 

 

Tax Deductible | Include Member Information | Funds Filter | Years Filter

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Return

 

 

 

 

 

 

 

 

 

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