The Contributions tab in Contributor Details is select by default. The filter choices display year to date by default but can be adjusted as necessary by typing new start & end dates. Additionally, you can choose to see a specific person in the household & decide whether or not to include receipts. The contributions/receipts will list in the grid as you have indicated in the filter choices. The actions gear in the far right column allows you to do the following:
- Unmatch - if you have accidentally attributed the wrong contribution to the household, you can select Unmatch. The contribution will then show in Giving > Contributions > Unmatched
- Edit - Allows you to Edit the contribution
- Reverse - if a check did not clear through the contributors bank, it can be reversed. When you choose to reverse, another line item is added with a negative amount to balance your fund
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