How do I keep track of what is sent to our bank account?
We've made it simple to track and manage deposits in your manager portal.
Deposit Reporting
-
Deposit Report: You’ll have a detailed report for every batch of gifts deposited into your bank account.
-
Kiosk Deposit Report: Kiosk transactions are batched and deposited separately from the rest of your giving, thus, have independent deposit reports.
*Deposit reports includes all transactions within that batch regardless of payment source (including credit card, debit card, and ACH).
You can also use a ChMS integration or to export the gifts as a CSV file.
Your Organization's Depository Account
-
Funds are deposited to your organization's bank account.
-
If you need to update bank account information or add an additional depository account, our team is happy to help!
Updated
