Transactions are your most granular level view on your activity. You can see every single transaction, you can filter them and then export them.
- “Switch View” - select “Company Admin” from drop down.
- Select “My Company” logo on the left hand side of the screen.
- Select “Transactions” logo.
- Select Money Giving or Time Giving
Filters
- You can filter on the paid dates of transactions (for money giving) or days of the sessions (for time giving)
- You can filter on various filters like employee types, campaign types, email, employee id, charity or campaigns. If you need more filters, you can click on the “More filters” button. These extra filters include payroll cycles of the employee, their business units, the pay methods and the offices
- You can also save filter on the top right, select them and clear them.
- Once you are satisfied with what is displayed, you can export the transactions
Add Comment