Monthly statements
Kait Cogswell
Send monthly statements to admins detailing total transactions and transaction volume for the month.
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Chris Reece
My client has been using GiveButter for a few months now. They’ve really appreciated the platform for the most part, but there are no monthly statements. Part of our role as accountants is to reconcile the balance of the GiveButter platform with our accounting records. Unfortunately, I can’t find a place where the account balance is even available. Under Payouts, there’s a list of the amount that is available to be withdrawn, grouped by campaign, but this isn’t good enough. It is quite easy for GiveButter to provide a monthly account statement and it’s an essential feature for any company working with the platform, so I’m perplexed why it isn’t already an option in the system.
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Hermine Shusda
Please add a monthly statement feature that is available on other donation and money collection platforms. It is essential for book keeping. Having to aggregate at the transaction level is time consuming and prone to errors.
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Jessica Peña
I was very surprised that this isn't a basic feature of the free plan in order to supply this information to our bookkeeper. Please add this ASAP.
Elaine Makikalli
open
Keely Boyle
Customer asked if the monthly statement could also include what percentage of the fees weren't covered by the donor.
Sunflower Seeds Ukraine
Basic bookkeeping requires the ability to see the total account balance on a given date. We are spending hours trying to reconcile our Givebutter balance for accounting reports. Please prioritize this basic function, which is available on all of our other financial platforms.
Westerville North Theatre Boosters
Sunflower Seeds Ukraine, Specifically the monthly beginning and ending balances. A monthly statement should be created that shows beginning and ending balance. This is a must have and Givebutter is the only app we use that does not already provide this statement.
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Annetta DeVet
As a new user of GiveButter we are finding the tool useful to our donors, but the lack of monthly statement is causing our accounting staff a lot of headaches and extra work. We are unable to easily reconcile our accounts at the end of each month. A monthly statement is vital to our organization. Please prioritize this basic feature.
Jesse Saldana
open
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Turquoise Bowtie
Jesse Saldana: why was this marked as open, is there plans to add this feature? I agree with the other people that have commented, it is important to get monthly reports for accountants and auditing purposes.
Jesse Saldana
Turquoise Bowtie: Hey there! I'm doing some re-organization of Canny to help us improve how we review feature requests and incorporate them into our roadmap. There are a lot of good points here, and in looking at some other posts, improving our financial reports has come up a few times.
Providence Singers
From an accounting standpoint, the lack of monthly statements is a problem. I just spent an hour with a CPA trying to figure out why the numbers on Givebutter's downloadable reports don't tie in with the payout figures on the dashboard. It would be much easier to resolve such issues if we could do a conventional monthly reconciliation.
Liran Cohen
planned
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