Transactions
Transactions may be used to track and manage individual donations and create exports of donor data.
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Account Balance : View your available Account Balance here. The Account Balance is cleared with each outgoing Transfer.
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Import : Import past donations and recurring commitments using the CSV template provided within the Bulk Import Guide .
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Export : You can export your data to CSV or PDF.
- CSV: The CSV format provides an editable spreadsheet of all transaction and donor data. After exporting, you can customize the columns or data.
- PDF Detailed: This is a noneditable onepage per transaction report that allows you to look at each donation individually in a format similar to a receipt.
- PDF Summary: This gives you a noneditable summary report of transaction data over a period of time. ( This is a limited report and will not display custom fields or additional donor data. )
- How to Create an Export
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Downloads : Once you have started an export, you can download them here.
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New Transaction : Click New Transaction to process internal transactions using the Virtual Terminal .
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Edit Columns : This feature allows you to remove or reorder the data columns included in Transactions.
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Filter : Filter your data by Page, Date, Transfer ID, Donor Contact Details, Payment Details, Transaction Origin, Transaction Source, and Analytics. Click 'Apply Filters' to initiate your search. Click the 'X' in the upper right corner to exit the Filter menu.
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Organization/Business/PAC Icon : This icon represents a gift submitted by an Organization, Business, or PAC.
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Recurring Gift Icon : This icon represents a recurring commitment from a donor.
Manage Commitments 10. Donor Covered Fees Icon : The Donor Covered Fees icon represents a fee covered by the donor. When the donor covers the fee, it will be grayed out with a strike. To learn more about the Donor Covers Fee feature, click here . 11. Running Balance : View your account's Gross Amount, Fees, Vendor Fees, and Net Amount within your Running Balance.