It would be EXTREMELY helpful if there could be a fund breakdown on the Payout Confirmation Emails. When the funds are transferred to my bank, it is difficult to let me gift team know exactly which funds get what amount without doing a full breakdown from the transaction side.

For example, I transferred $805.51 from a single campaign, but there were 5 different funds included in that. To help my donors ensure their donation gets to the right fund on the nonprofit side, this would be super helpful to add!

Have a view only option for payouts

I also have a custom field in the contact record that I would like in the transaction payout report.

Have all donor's details that are in the Transaction report, included for the Payout report.

Please include "Ticket Type" as well as quantity.

Include a subtype column in the payout details report indicating if the transaction was for a donation, ticket purchase, or a payment for an auction item. - Sarah Carney

It would be helpful to list the campaign name on the export report as well. Currently, you can select a report from a particular campaign but when downloaded there is no indication which campaign it for and it makes it difficult for finance teams to reconcile. The export email containing the file also names no indication of campaign name.

Hey, Givebutter team-- a solution that would at least partially alleviate this problem is making the payout ID available as an exportable field in transaction reports (and returning a blank/null value for transactions that haven't yet been paid out).

As we work with a contracted accounting team, payouts need to be linked with individual transactions for reconciliation with our CRM and bank records. Because payout IDs can't be pulled in transaction reports and payout reports don't include a breakdown of the specific transactions in them, I have to pull both reports and manually merge the data from both sides so our accountants have what they need. This feels like an unnecessary step, as I know that payouts and transactions need to link somewhere on the back end.

Givebutter developers- I had a job like yours and my mission was to make my customers jobs easier…as cost effectively as possible. I am your customer and need to reconcile payouts with my bank accounts to knowing the purchaser of each item purchased and its costs. Lump sum payout transmittals in the EDI days still had details if the purchase. I believe you use a reference number “twice” on your payout report which I believe is purchase reference number. Place that no in Ticket report line items and now you have a bridge from payout to ticket report. Rhen I could determine “who” actually “bought” tickets rather than whos name is on the ticket. I estimate adding that bridge(one more field), testing it out, and implementing it would take 90 minutes tops. You would resolve about 5 requests that I saw online and 3 other people who I asked who use your product which works well for them but disliked your lack of file linkage to you customers. One added field-key field linkage to make a big difference in the integrity of reconciling bank deposits…vs guessing and wasting time….we like Givebutter, just need it to Givebetter.”

K Craddock non-profit