Transaction reports can help you ensure your trip records match up with your organization's accounting records. Run a report any time you wish to verify all donations and payments have been accounted for.
*You must have the “Can Manage Refunds” permission to see this report.
Transactional Reports will generate reports of all payments and donations within the date range you choose.*
Select your start and end dates, and click the Create button.
Your report will be exported as a CSV file, and will be in your Downloads folder.
*Please note that due to the payment processor-recommended 7 day allowance for an eCheck to clear, we will be waiting 7 days to verify within Missions if the eCheck was processed successfully or not.
If you are referencing an ACH/eCHeck payment, please allow 7 days for the payment to clear and to post to Missions and your ChMS.