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Finance

Payout Overview with more details
Add payout breakdown on the payout overview so users don't have to download the report just to see the payout breakdown.
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Data / Exports
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complete
Include Payout IDs in Transaction Exports
For batch-to-individual reconciliation, I need to export my transaction report with payout ID included. Currently, payout IDs aren't available in transaction exports, making it challenging to match individual donations to their corresponding batch transfers. Including payout IDs would greatly assist in reconciliation.
4
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Data / Exports
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complete
Add unique identifiers to the Payout Detail Exports
Include the campaign name, campaign URL, and payout reference number inside the Payout Detail Exports as a header.
2
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Data / Exports
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complete
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