Getting Around the TransactionsList
Financials → Transactions
This guide is part of Foundations for the Financials module.
Why It Matters
The TransactionsList is your live ledger—every charge, payment, and refund posts here in real‑time. Master this view and you can diagnose payment issues, reconcile bank deposits, and answer donor/customer questions in seconds.
At‑a‑Glance Layout
| # | UI Region | What You’ll Find |
|---|---|---|
| 1 | Search Bar | Type any part of a payer’s name, last 4 of a card, Invoice, or gateway ID to narrow results instantly. |
| 2 | Date Filter | Quick‑pick Today, This Month, Last 90 Days, or set a custom range. |
| 3 | Table | One row per Transactionwith sortable columns (see below). |
| 4 | Actions Drawer | Click a row → side drawer opens with full details & refund / receipt buttons. |
Column Reference
| Column | Description | Tips |
|---|---|---|
| Date | Local timestamp the Transactionwas recorded. | Sort to group daily deposits. |
| Payer Name | Full name on the payment method or account. | Click to open the person’s profile. |
| Amount | Gross amount (refunds show as negative). | Hover to see fee & net (if FundiFI Payments). |
| Transaction | Payment or Refund. | Color‑coded for quick scanning. |
| Type | Card, ACH, Cash, Check, Other. | Offline methods marked with 🏷️ Manual. |
| Status | Succeeded, Pending, Failed, Refunded. | Hover failed rows for gateway error. |
| Invoice # | Linked Invoice identifier. | Opens invoice viewer in new tab. |
| Gateway ID | Processor’s unique ID (Stripe charge ID, etc.). | Useful for support tickets. |
Common Workflows
- Find a specific payment
- Search the last 4 digits of the card or the payer’s email.
- Click the row → Actions Drawer → Receipt to resend.
- Issue a refund
- Locate the payment → Actions Drawer → Refund → enter amount & reason.
- System creates a matching Refund Transactionand re‑opens the Invoice balance.
- Investigate a failed charge
- Filter Status: Failed → open row → hover error code → advise customer (e.g., insufficient funds).
- Reconcile daily deposits
- Date filter to yesterday → export CSV → compare to bank statement.
Power Tips
- Multi‑select + Export – Shift‑click rows then Export > CSV for custom subsets.
- Bookmark Filters – URL updates with query params; save & share common views with your finance team.
- Column Visibility – Toggle columns via the ⚙️ icon to focus on what matters.
FAQ
Why don’t I see ACH in Type?
ACH support is planned; for now, you’ll only see Card, Cash, or Check.
Can I add custom columns?
Not yet. Let us know what data you’d like to surface via Submit Feedback in the footer.