In the “MANAGE HOUSEHOLD WALLET” window, find all the Household Wallet transactions that meet specific criteria. Here’s how to filter the list to display just those Household Wallet transactions you want to see.
Access this window from
Households > Households > [Household Title] > ACTIONS > Manage Wallet
or from
Membership > Members > [Name of Household Member] > ACTIONS > View Member > Member Households > View Wallet
- To search all Household Wallet transaction criteria at the same time, leave the “Search All” dropdown menu set that way, and type your search text in the “Search Transactions” box. Click on the “Search” button or press “Enter”/”Return” to do your search. The search you requested appears in a gray result box below the search field, and the Member list changes to display only those records that match your search criteria.
- To change to a specific search category, click on the “Search All” dropdown menu to open it. Select the category you want: Transaction ID, Transaction Name, Transaction Amount, or Transaction Notes.
- To search by combinations of criteria, search for each one in succession. Each criterion appears as a separate gray result box below the search field.
- To clear all your search criteria at the same time, click on the “Clear” button. To clear an individual search criterion, click on the “X” at the right edge of its gray result box.
- To sort your search results, click on a column name or the pair of arrows to the right of the column. By default, the information sorts in ascending order. To change the sort to descending order, click on the pair of arrows a second time. Each time you click, the sort order changes. You can identify the sort order by which of the two arrows is dark gray. When the information sorts in ascending order, the arrow pointing up is dark. Both arrows are light gray on the columns that aren’t the basis for your sort order.