View Transfer History

The "Transfers" tab of Online Giving allows you to easily view reports on transfers sent to your bank account.  In the "Transfers" tab you can see the status of previous transfers and upcoming scheduled transfers, as well as easily collect the total money received from transfers in a given time frame. 

Viewing Transfers:

  1. Navigate to "More" > "Contributions" > "Online Giving."
  2. Towards the bottom of the screen click on the "Transfers" tab. 
  3. By default, the report pulls in the Most Recent transfers, but you can also narrow your search of transfers by using the Report Filters at the top, you can filter by Week, Month, Quater, Year. 
    • Use the filter drop-down bar that corresponds with the filter you selected to more narrowly filter your options. 
    • Use the clickable Report Columns for more advanced sorting within your results.

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View payment details of a specific transfer: 

This will allow you to view the individual payments and fund overview breakdowns for a specific transfer. 

  1. Navigate to "More" > "Contributions" > "Online Giving."
  2. Towards the bottom of the screen click on the "Transfers" tab. 
  3. Set your desired Filters. 
  4. Click the "View Payments" link in the Details column, This will take you to the Payments Tab and will automatically set the filter for the specific transfer you clicked to view payments on. 

Download as Excel or Print Transfers Report:

  1. Navigate to "More" > "Contributions" > "Online Giving."
  2. Towards the bottom of the screen click on the "Transfers" tab. 
  3. Set your desired Filters.
  4. Use the "Download as Excel Buttonor the drop-down beside Download as Excel to Print the transfers report you are viewing on your screen. 

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Additional Information: 

Transfer Report Columns:

Use the clickable Report Columns for more advanced sorting within your results. Here are the columns available in transfers: 

  • Date - This is the date the transfer was initiated to your bank account (funds should appear the following day in your bank account).
  • Status of Transfers -
    • Scheduled Transfer Status is an upcoming scheduled transfer, the date is the day you should receive the transfer.
    • In_Transit Status is a transfer on its way to your bank account, the date is the day you should receive the transfer. 
    • Paid Status is a transfer that has been paid to your bank account. 

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  • Sent To - displays the bank account the transfer was sent to. 
  • Details -  Allows for you to Click the "View Payments" link and be taken to see the specific breakdown of this transfer, individual payments, fund break down, etc. 
  • Gross -  Shows the Gross Total Amount of each Transfer. 
  • Fees & Refunds - Shows the total amount of fees & refunds for this transfer. 
  • Net Transferred - Shows the total amount deposited into your bank account. 

Sections:

Transfer Section 

This area will display a list of all of the transfers that match the filters you have selected. The section is collapsible if you do not want it to show on a printed report or you wish to hide the list of individual transfers. 

Total Overview Section

The Transfers Tab includes a Total Overview Section, which provides you with the sum of all of the Transfers, showing the Gross Total, Fees & Refunds Totals, and Net Total for the specific report filters you selected. The section is collapsible if you do not want it to show on a printed report or you wish to hide the total overview. Image_2020-02-26_at_8.49.15_PM.png

 

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