How can I manage a household wallet, and view its transactions?
Manage a Household Wallet and View Wallet Transactions
What This Window Shows
The MANAGE HOUSEHOLD WALLET window itemizes:
- The history of positive balance items added to a Household Wallet.
- Payments made on Household dues using Household Wallet funds.
This includes both:
- Admins marking invoices paid through the Admin Dashboard using Household Wallet funds.
- Members using Wallet funds to pay Household invoices online.
How to Access the Household Wallet
Go to either path:
- Households > Households > [Household Title] > ACTIONS > Manage Wallet
- Membership > Members > [Name of Household Member] > ACTIONS > View Member > Member Households > View Wallet
Understanding the Transaction List
Each transaction row displays:
- Transaction ID
- Name
- Amount
- Date Added
- Notes (optional comments)
Notes on Transaction Types
- Admins can add notes to a transaction when recording or importing it, or the system may add notes automatically for certain transaction types.
- Values in parentheses are negative amounts — these represent payments.
- "Autogenerated on use of wallet balance" — a dues payment the Member made using Household Wallet funds.
- "Admin Created Transaction" — a payment an Admin recorded using Household Wallet funds.
- A transaction that appears crossed out has been voided by an Admin. Voided transactions display a red rectangular "VOID" icon.
- Locate or search for the transaction you want to view. (See "Search for a Household Wallet Transaction" for search instructions.)
- In the "MANAGE HOUSEHOLD WALLET" window's Actions column, click the three-dots menu and choose View Transaction.
- In the "VIEW TRANSACTION" window, review the transaction name, amount, and any optional notes.
To close the window: click Done, press Esc, or click the X in the top right corner.