To find a pledge credit or debit memo
- From Fund Raising, select Enter and edit adjustments > Pledge credit memos or Enter and edit adjustments > Pledge debit memos.
- Click Open.
- Enter one or more search values in the criteria fields:
- Press Enter.
iMIS verifies that the search criteria are valid entries. Transactions that meet the criteria must have a source system of FR and a journal type of CM or DM.
- If one or more matching transactions are found, the most recent transaction that meets the criteria is displayed. If more than one transaction meets the criteria, the message Multiple Transactions Found is displayed at the bottom of the window. Use Previous and Next to view additional transactions.
- If no matching transactions are found, a message informs you that there are no matching transactions.