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View Payments to and from an Entity

From the Entities page, you can view a summary of the payments to and from specific entities. To add a new entity to the list of entities, complete the following steps:

  1. From the People tab, select the Entities link.
  2. From the Entities page, click the Payments From or Payments To link.
    Payments From and Payments To Links
  3. From the "Fiscal Year Focus" drop-down list, specify a year or the Lifetime option to filter the entities list.Payments Made From Entity Page
  4. Click the List button.
  5. Click the name of an entity from the list to view the payments to or from that entity.

A list of details about the payments appears to the right of the Entities list.

Details about Payments for an Entity

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