Note: Only gifts posted in Detail and the individual transaction rows (i.e. the Credit account side of the gift's transaction) can view the source record. There is no source record for summarized transactions created for gifts posted from The Raiser's Edge in Summary or Summary (Cash/AR Only), or for gifts which were imported directly into Journal Entry from a file.

You cannot drill down to transactions posted from any version 6 products (e.g., Payroll 6 or Student Billing 6).

    • Open the batch
    • Right-click on the transaction row and select Go To, Source Record. The source record for that transaction appears in a new window.

      Note: If 'Source Record' is grayed out, then the transaction is a summarized transaction or a manual entry.