Announcement

Collapse

Information Needed

See more
See less

ProPay report not matching actual donations

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • ProPay report not matching actual donations

    The ProPay report coming from Salesforce (ProPay Deposit -Current Month) is not matching our actual donations. It didn't match previous month either. I was able to find them in Connect reports, but maybe you can fix the SF report. I have given you access and our company is JoyRide Center, org ID - 00DA0000000Zunn
    Thank you.

  • #2
    Hi [email protected] ,

    Donations will not show up in the report until you've processed Temporary Contacts. You have 2 unprocessed Temporary Contacts for July transactions, and 16 unprocessed Temporary Contacts for June transactions.

    The app doesn't create the transaction records in Salesforce until they've been associated to a Contact- so you have to make sure you process your Temporary Contacts for the report to be accurate.



    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>

    Join us @ the educational webinars: <a href="https://clickandpledge.com/webinars/" title="Click &amp; Pledge Webinars" target="_Outside">https://clickandpledge.com/webinars/</a>
    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: <a href="https://clickandpledge.com/webinars/" title="Click &amp; Pledge Webinars" target="_Outside">https://clickandpledge.com/webinars/</a>
    Are you on Salesforce? Join us at the Power of Us Hub: <a href="https://powerofus.force.com/0F980000000CjpC" title="Power of Us Hub" target="_Outside">https://powerofus.force.com/0F980000000CjpC</a>

    Comment


    • #3
      Ok. I understand. Thanks!

      Comment

      Working...
      X