We've made it simple to track and manage deposits in your manager dashboard. You’ll have a detailed report for every batch of gifts deposited into your bank account.
You have the option to use one of our ChMS integrations, or to export the gifts as a CSV file.
Access Deposit Reports
Navigate to your manager dashboard. Hover your cursor over Reports and select Processing. Your organization's deposits are listed here.
Batched Deposit Reports (Funding Reports) will populate in your dashboard daily around 3:00pm ET, if set to automatic daily disbursal.
View Deposit Transaction Details
Manipulate the date range you desire to see and then press SEARCH. After accessing your deposits, click Action within a deposit's row and select View Transactions from the dropdown menu.
Export Deposit Report
To Export or Print the contents of the report, use the Export and/or Print Buttons in the top right corner of your screen.
- The report includes all transactions within that batch regardless of payment source (including credit card, debit card, and ACH).
- Kiosk transactions are batched and deposited separately from the rest of your giving, thus, have independent deposit reports. Read Kiosk Deposit Report.