Reporting
Guides on how to download reports and reconcile your funds.
- Gift Payout Schedule
- A Deeper Look at Bank Transfer (ACH)
- Transactions Panel
- Transaction Status & Payout Details
- Add A Manual Transaction
- Change The Designated Fund For A Gift
- Refunding Transactions
- Scheduled Panel
- Transfers Panel (US Only)
- How To Download Reports
- How to Reconcile Your Bank Statements (US Only)
- Adjusting Your Timezone
- How to Reconcile Your Bank Statements (Canada Only)
- NACHA Bank Account Validation Rule and Related Fees (Enforced March 2022)