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  • #16
    Hi FLYryan ,

    Yes! Our ProPay Migration article includes a video for how you can create this report yourself, under "Introducing TSYS ProPay" (bullet point 2).

    Our next release of the Donor Management (Payment as a Service) app includes a pre-configured report that displays the deposit information over the span of a month, grouped by the batch. It includes a column for the per transaction fee, the 3.75% fee, and also the Deposit Amount expected for each batch by subtracting the $1.50 fee for the grouping by the Sweep Date. This release is currently scheduled for the end of September/ beginning of October.
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    For more training on using Salesforce Reports:

    Salesforce Documentation:
    Trail Module: Reports & Dashboards for Lightning Experience

    Does this suit your needs?
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: <a href="https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003JGBvEAO" title="Click &amp; Pledge Donor Management on AppExchange" target="_Outside">Click &amp; Pledge Donor Management on AppExchange</a>

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