Viewing Transactions

Browse the Donate PR Ledger with the Dashboard Transactions tool. We have designed it to look and operate more similar to a 'bank statement.

To view the Transactions page navigate to your Dashboard and then Transactions. Utilize the account switcher to switch between accounts.

In the transactions table you can see the Date and Time of the transaction, the account, the Recipient/Sender, the Kind of transaction and the Net amount with the Currency.

Contextual Transactions

The transactions you see are based on the context in which you are using the tool.

  1. If you are individual you will see transactions that are related only to you (expenses you submitted and contributions you made.

  2. If you are a community administrator you will see all the transactions that are related to the community (all the added funds, contributions made to the community and expenses submitted to the community, payment processor and host fees).

  3. If you are a fiscal host administrator you will see all of your organizational transactions and all the transactions related to the communities you host.

Related transactions

Hovering over individual transactions will bring up a blue line to the left. This indicates the groupings of transactions.

Multiple transactions occur from the initial transaction for example based off the below screenshot

Sort

Sort the transactions either by Date (Oldest - Newset) or Effective Date (Oldest - Newest)

View more information

To dive in and review any particular transaction, click to trigger a draw to slide out from the right displaying more information.

  • Transaction #

  • Account

  • Sender/Recipient

  • Date and Time

  • Effective Date

  • Type of Transaction

  • Kind of Transaction

  • Amount

  • Payment Method

  • Merchant ID

  • Accounting Category

  • Group ID

  • Opposite transaction ID

  • Related contribution

Export CSV

Head to the Exporting Transactions section to find out more.

Extra features for Fiscal Hosts

Transactions for hosted communities are included in the 'All' transactions view you can use the tabs to only view transactions from the hosted communities or the fiscal host

We have removed expected funds in this view (these can be seen in the Contributions section)

PreviousTransaction Pairs, Groups & PerspectivesNextExporting Transactions

Last updated