NOTE: Bonterra Payments only processes disbursements on business days, and the "cut-off" time for processing is at 7pm ET. In other words, any transactions processed on a day before 7pm ET should be disbursed to an account five business days later, and any transactions processed on a weekend or after 7pm will begin that disbursement "countdown" from the next business day.
In your Donor Management platform, you have the ability to easily generate filters and export out customizable reports on any transactions processed through Bonterra Payments. This helps your nonprofit better understand and track the disbursements you recieve through Bonterra Payments for those specific transactions.
To learn how to create and manage those reports, please follow the steps below.
How to Create a Filter for Transactions via Bonterra Payments
First, from your Donor Management system, click on the "Giving" tab from the available options in the left-hand menu.
Once the "Giving" page has loaded, select the option to "Create a Filter."
For the first drop-down field on the filter, please select "Online Transaction" from the available options. Then, select the option for "is true" from the second drop-down field (it should be located next to that first set of drop-down options!).
Then, click the option to "Add a Condition," which can be found towards the bottom of the filter creation "box." You should see a new set of blank drop-down options appear below the ones you just selected.
For the first drop-down field on this second set of options, please select "Payment Gateway Processor". Then, select the option for "equals" from the second drop-down field, and select "Stripe" from the third drop-down field.
Bonterra Payments is powered by Stripe. To learn more, please see our related guide.
Your filter should look like this now:
This filter, when run, will now give you all of the transactions made via Bonterra Payments that have been processed across donations, events, and auctions for your organization.
We highly recommend saving this filter if your organization will frequently be reporting on this data, so you don't have to create the filter all over every time you need it! You can do so by clicking the option to "Save Filter" in the filter creation box.