Payout report
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R
Robert Hartman
I don't understand why we can customize Exports for Transactions and Contacts, but can't for the Payout Report.
First off, the Payout Report goes back to the inception of your account, so you see years of payouts. If those have already been reconciled, we don't need them again.
Second, we are on automatic payouts so just about every day we get a payout. It would be great to have the option to select a date range here so the Treasurer could for example do Monthly, Quarterly and Yearly reconciliation with the bank statement.
Third, once you have a favorite set of settings, the Treasurer should be able to save that Export Settings so the report is the same every time.
A
Angela Durso
Total transactions and fees by campaign. So it doesn't have to be done manually, for bookkeeping purposes.
Reyma
Use case: Add the ability to include donor addresses when exporting payout data.
Selena Cayabyab
Add the ability to include an Appeals column when exporting payout data from Givebutter.
B
Belfast Bay Watershed Coalition
Going forward, Givebutter must provide:
- A detailed transaction report, for each deposit that is made to our checking account, that balances to the actual deposit amount.
- This report must be formatted and printable directly from the Givebutter Dashboard! Making the end user go through the following process for each deposit is very time consuming and archaic:
- The current work flow to obtain a deposit record:
1. Request a report;
2. Wait for an email;
3. Open the email and click on a link to download a report;
4. Find and open the report file from the Downloads folder (in Numbers? Fortunately, I'm a Mac user and have that app);
5. Since the current report does not balance to the deposit amount, it is not useful as a deposit record and must be modified with new sub-totals and reformatted so it can be read and used for deposit documentation.
6. Now, finally, a useful document can be printed.
7. Next deposit, repeat steps 1 through 6.
This very time consuming and way behind industry standards of a modern money handler. PayPal does this so much better.
M
Madison Hayes
Specifically I need to know what payments were for tickets. If someone buys a ticket for an event and donates in the same transaction, it all gets lumped together on the payout report
T
Trevor Smith
Madison Hayes Agreed. The Payout reports already break transactions out by Fee line-items, but it lumps donations and ticket sales together (in a "transaction" line-item). It would make more sense for the Payout reports to distinguish between all transaction line-items. Payout reports are the most important reports for accounting, and knowing what portions of a transaction are or aren't tax-deductible donations is very important.