Online Giving
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StewardAccess:Super AdminFinance AdminFinance User
Getting Here
Navigation: Steward → Online Giving
Overview
The Online Giving Review page is a queue for processing incoming online transactions (from Stripe, e-transfers, and other external sources). Transactions are split into two categories: unmatched transactions that need manual donor assignment, and auto-matched transactions where the system has identified the likely donor. Finance staff review, confirm, and assign transactions from this page.
Fields & Controls
Stats Bar
| Field | Type | Description |
|---|---|---|
| Total Pending | Number | Total number of online transactions awaiting review. |
| Unmatched Count | Number | Transactions with no donor identified. |
| Auto-Matched Count | Number | Transactions where the system identified a likely donor. |
| Total Amount | Currency (CAD) | Combined dollar amount of all pending transactions. |
Unmatched Transactions
| Field | Type | Description |
|---|---|---|
| Amount | Currency (CAD) | Transaction amount. |
| Fund | Badge | Fund designation with color indicator. |
| External Source | Text | Source of the transaction (e.g., "Stripe", "Interac e-Transfer"). |
| External ID | Text | External reference or transaction ID. |
| Transaction Date | Date | Date the transaction was received. |
| Service Window | Text | Assigned service window (if any). Can be set during assignment. |
| Note | Text | Any notes or memo from the external source. |
Auto-Matched Transactions
| Field | Type | Description |
|---|---|---|
| Donor Name | Text | Auto-detected donor name (Last, First). |
| Envelope # | Text | Donor envelope number. |
| Amount | Currency (CAD) | Transaction amount. |
| Fund | Badge | Fund designation with color indicator. |
| External Source | Text | Source of the transaction. |
| Transaction Date | Date | Date the transaction was received. |
| Service Window | Text | Associated service window. |
Assignment Modal
| Field | Type | Description |
|---|---|---|
| Donor Search* | Autocomplete | Search for a donor by name to assign the transaction. |
| Service Window | Dropdown | Select or change the service window for this transaction. |
Actions
Assign an Unmatched Transaction
- Click on an unmatched transaction row
- The assignment modal opens
- Search for the correct donor by name
- Select the donor from search results
- Optionally set the service window
- Click “Assign” to link the transaction to the donor
Confirm All Auto-Matched
- Review the auto-matched transactions to verify the donor assignments are correct
- Click “Confirm All” to accept all auto-matched assignments at once
- All confirmed transactions are moved to their respective sessions
Override an Auto-Match
- Click on an auto-matched transaction
- The assignment modal opens with the current donor pre-selected
- Search for the correct donor and reassign