In brief, within the charity area, you'll find the "Payouts" page, designed precisely for managing deposit history and specifics.
Here, you can track deposits from Keren Asor, transfers from the clearing company PayMe, and receipts from PayMe.
To access this functionality:
1. Log in to your account and navigate to the charity area.
2. Locate the "Payouts" tab in the side menu on the left.
This page displays records of all deposits transferred to the charity's bank account.
At the top of the page, you'll find three tabs:
Payout - Keren Asor (JGive)
This tab displays deposits from the Asor Fund, including USD donations, bank transfers, checks, and JGive Platinum donations. Clicking the DOWNLOAD button lets you download the deposit list to a file.
The deposit information is included in each deposit row, and a detailed file of the donations associated with each deposit can be downloaded.
Details include:
Transfer Date
Source
Amount before and after fees
Transferred to the bank: The final amount transferred to the bank
Transactions: number of transactions
Fees
Rate: conversion rate (for foreign exchange)
Payout Details: download a detailed file of the donations associated with each deposit.
PayMe invoices
Displays receipts received from PayMe.
In this tab, you can access all the invoices sent to you from the clearing company Femi, typically for clearing fees.
Details include:
For month: Indicates the month for which the receipt is issued.
Transfer Date: Specifies the date of the deposit to which the receipt corresponds.
Reference numbers: Provides the reference number of the associated transfer.
Invoice: Allows you to download the receipt by clicking on the invoice.
Details: Enables downloading of donation details associated with the receipt by clicking on "View more"
This layout facilitates easy access to invoice information, aids in the management of clearing fees, and provides transparency regarding associated transactions.
PayMe payouts
Details deposits received from PayMe.
Details include:
Date: Specifies dates of the deposit
Amount: Amount Deposit
Currency: Currency Deposit
Details: Download a table providing specifics on donations included in each transfer when clicking on
This comprehensive functionality enables efficient management and tracking of deposits, enhancing transparency and oversight of financial transactions within your charity operations.