Ideas Bank

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Report total amount actually paid

In reporting for Giving Checkout please can you report the total amount actually paid out in the remittance (i.e. donation, not including gift aid but minus any fees e.g. for foreign currency exchanges) so we can reconcile remittances in the bank account to reporting.

Same goes or gift aid paid out which is total gift aid, less fees - it would be helpful to report this in this new column also.

  • Guest
  • Jan 18 2023
  • Needs review
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  • Mark Richardson commented
    28 Mar 13:05

    On receiving foreign currency donations, the Donations Report shows an estimated conversion which does not reconcile to the actual conversion received in our account. When running the Donations Report after the actual conversion it still shows the estimated amount. This has been confirmed by helpdesk. This makes auditing our accounts problematic as we cannot reconcile the reports to what was actually received. Strikes me as a pretty fundamental issue to rectify