Batch Deposits Report

Overview

Use this report to find which donations have already been deposited to your bank account. The Batch Deposits report is a great report for you to be able to view and track fees as well as to run to help reconcile your merchant processing statements. You will see breakdowns per card type as well as batch totals throughout the report.  

 Linked Articles:

- Connect a Payment Gatewa

 


Running the Report

To run our Batch Deposis Report, follow these simple steps.

  1. Click on Reporting > Reports from the menu bar
  2. In the Batch Deposits Report field, enter in the dates you wish to run your report
  3. Click Create Report
  4. A PDF report will be generated for you to use  Screen_Shot_2019-12-11_at_10.55.50_AM.png
  5. Please note, if you are connected to Authorize.net (as is the case in the image above), the Deposit Total and the Kindful Total will be the same. Authorize.net is unique in that they deposit gross transactions, which is the Deposit Total without any fees deducted. It is important to know that the deposit total could be revenue from multiple tools connected to your payment gateway (as is shown in the image above where there is a $0 Kindful total or a Kindful Total that is less than the Deposit Total). The Kindful total is what we know about and can track down to a campaign and to a fund. So we show them the deposit total and what we know about said deposit in the subsequent pages of the report. Screen_Shot_2019-12-11_at_10.57.15_AM.png

If you would like to see a breakdown of donation history by merchant processor (Authorize.net vs. Stripe), when pulling reports, if exporting out and then subsequently sorting by Gateway Response, only transactions from Authorize.net have notes in the Gateway Response column. For Stripe transactions, that column will be empty.


Running A CSV Version Of The Report

The Batch Deposits Report is a PDF report. If you wish to see these same transactions in CSV format, we recommend heading to Settings Fundraising SettingsPayment Gateways and clicking the link to View Gateway Payouts

Screen_Shot_2021-02-09_at_7.41.20_AM.png

This will take you to a screen where you can view all payouts and link to the corresponding transactions. Click View on the right-hand side of the screen to view the payout details.

Screen_Shot_2021-02-09_at_7.41.32_AM.png

Click the option to "View Kindful Transactions in this Payout" on the payout details page.

Screen_Shot_2021-02-09_at_7.41.43_AM.png

 

This will take you to a filtered Activities view where you can Create a Report and export those transactions to CSV.

Screen_Shot_2021-02-09_at_7.59.22_AM.png


Still have questions?

Feel free to send our support team an email, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member. 

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Comments

  • Avatar
    jana

    On my batch deposit summary there is a Deposit Total and a Kindful Total. The Kindful totals are the amounts transferred to our Bank Account. What are the deposit totals?

  • Avatar
    Jonathan M

    Hello Jana!

    Deposit totals are what is transferred into your Bank (the net amounts) and the the Kindful total is the Gross donation amount.