Include Payout IDs in Transaction Exports
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Robin Ann John
For batch-to-individual reconciliation, I need to export my transaction report with payout ID included. Currently, payout IDs aren't available in transaction exports, making it challenging to match individual donations to their corresponding batch transfers. Including payout IDs would greatly assist in reconciliation.
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Tom Spindle
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Thanks for the feedback! The Payout Reference Number has been added to the Transactions export. You'll find it right next to the Payout amount column.
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Jack Kalla
its impossible to reconcile with payouts. We do way too many transactions.
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Jack Kalla
Thank you. Looking forward to checking it ou.
Mary Kleinsmith
I communicated this same thing just last week. It's very hard to post each transaction to the bank accounts without having the Campaign and the actual payout date on the report. I've been adding them by hand, but it's cumbersome and takes extra time.