StewardPay transactions appear in your Giving Admin reports as the payment method Point of Sale, so your team can confidently answer accounting and volume questions. Use this guide to understand how StewardPay payments are recorded and reported.
What You'll Need
- Access to your ministry's giving reporting, or an administrator who can run reports.
- Some completed StewardPay transactions to review.
Viewing StewardPay Payment
- Log in to your Giving Admin site
On the left-side navigation, click Reports, then click Payments. Depending on your settings, Payments could alternatively be called Gifts, Donations, or Transactions.
To see only StewardPay payments, click the Filters button on the right and set the Payment Method to Point of Sale. Then, click Apply Filters.
Alternatively, to distinguish StewardPay payments from other Payment types when viewing, click the Columns icon and select Payment Method. This will add a new Method column to the grid.
What to Know About StewardPay Payments
- StewardPay (Point of Sale) payments are tracked and categorized by Payment Method, enabling them to be distinguished from other channels like Kiosk (TriPOS Kiosk) or online giving.
- The fund the StewardPay user selected keeps a record of each payment, even though all deposits go to a single bank account.
- Payments for which a receipt was requested are attached to a donor record; gifts without a receipt are classified as Anonymous Member payments.
Reconciling Fund Deposits
- Because all StewardPay deposits settle to one bank account, funds that normally route to different accounts may require manual movement by your finance team.
- Use the funds recorded on each transaction to guide that reconciliation.
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