Several improvements have been made to the “All Transactions” report in the Administrator Reports interface. Those updates will be covered below.

New and Updated Columns

New data columns have been added, and some existing columns updated, to give administrators and treasurers more information on the real-time status of donations. We will address these four new/updated columns in the order that our tutorial video covers them. (Click here for the Admin Reports Tutorial Video) The columns have been numbered to help you follow along on the demonstration picture posted below.

1 – Fee Column (new) – As you’re probably already aware, what makes Where I Give so inexpensive is our flat fee approach to processing. We charge $.37 – and only $.37 – no matter the size of the transaction*. This is where the Fee column comes in. We’ve added the Fee column to show you the amount that has been deducted from the total transaction prior to its being deposited into your organization’s bank account. Which leads to the next new column.

  • 2 – Deposit Column (new) – The Deposit column represents the difference between the Amount column (Amount column represents the entire donation) and the Fee column. This is the resulting amount that will be deposited into your organization’s bank account when the transaction process has been completed.
  • 3 – Status Column (updated) – The Status column has been updated to reflected the four phases/outcomes of a submitted donation.
    • “Received” – This is the first phase of a submitted donation. The “Received” status indicates that a donation has been successfully made and received by the Where I Give program.
    • “Pending” – This is the second phase of a submitted donation. The “Pending” status indicates that the donation is being processed at the bank level. This process generally takes 3-4 business days to complete.
    • “Paid” –  This is the desired outcome of every Where I Give transaction. The “Paid” status indicates that the Where I Give donation process has been completed and the donation has been deposited into your organization’s bank account.
    • “Returned” – The “Returned” status serves as a warning beacon that something has gone wrong during one of the processing phases of the donation. Fees can be associated with “Returned” donations; these fees vary, but are generally determined by the user’s personal bank. See the descriptions below for more on this. Fees due to user-error (as described below) are passed on to the organization as a “cost of doing business.” A donation is marked as “Returned” for one of three reasons:
      • NSF (Non Sufficient Funds) – An NSF error occurs when a donation is made from an account that doesn’t hold enough money to complete the donation request. A donation that is marked with a “Returned” status resulting from a NSF transaction will be assessed a $1.50 fee; the fee is passed on to the organization.
      • Incorrect Bank Information – Occasionally a Where I Give user will input incorrect bank information. While our software is designed to catch some of those mishaps, some mistakes do slip through and can result in a “Returned” status. In this case the both the Where I Give user and the account administrator will be sent a notification detailing why the donation was marked as “Returned.” A donation that is marked with a “Returned” status resulting from Incorrect Bank Information can be assessed a fee depending on specific circumstances. If a fee is assessed, the fee is passed on to the organization.
      • Stop Payment – If the Where I Give user making the donation contacts his/her bank and requests a “Stop Payment” the donation’s status will be marked as “Returned.” A donation that is marked with a “Returned” status resulting from a user-induced “Stop Payment” can be assessed a fee depending on specific circumstances. If a fee is assessed, the fee is passed on to the organization.
  •  4 – Updated Column (updated) – The Updated column has been revised to reflect the date when the status (as listed above) of the donation last changed. When the final outcome of the donation (either “Paid” or “Returned”) takes place, the Updated column will no longer change for that particular donation, as the donation process has run its complete course.

columns

 

Clickable Donations

Another feature that has been added is the ability to click on an individual donation to receive more info. We call this “clickable donations.” Clickable donations bring up a fancy box that focuses on one donation at a time. This makes it a bit easier on the eyes for administrators when they want to hone in on a particular donation. (see photo below)

clickable donations

If you have any comments or questions on this blog post email us at [email protected]