Finance

I use transaction exports to analyze fundraising performance across different channels, including email, text, web, QR codes, and Direct Mail. Right now, I can use custom UTM parameters to help attribute donations to specific channels, but I would like Givebutter to include a dedicated donation source/channel field directly in transaction reporting and exports. For example, if someone donates after scanning the QR code on a Givebutter Direct Mail piece, I’d like the exported transaction to clearly identify that gift as originating from Direct Mail. Ideally, the same field could distinguish between other sources such as email, text, QR code, and web. This would make it much easier for us to compare revenue and donor conversion across channels without having to build separate UTM structures or manually reconcile Givebutter analytics with transaction exports.

So users can view a list of payouts per campaign and show only the total amount for that campaign

Automatically sorting the larger amounts at the top of the Payouts section would be better.

Ability to export transactions based on a payout report on Wallet.

At the moment, the Payouts tab shows the pending amount for each campaign but does not indicate exactly when funds will be available or what amount on what day. It would be great to show a timeline of the amount that will become available and on which day.

As a bookkeeper for a nonprofit, I need to reconcile our account balances and donations every month. Currently, there is no way for me to see how much we had in our Givebutter account on a specific date, like December 31st. This makes it difficult for me to provide accurate information to our accountant. I would like a feature that allows me to see our account balances on a specific date without having to manually reconstruct the history from donation and payout reports.