new
improved
Giving
Transfers & Reconciliation
The Transfers page—where you reconcile your bank deposits—has been completely rebuilt. We've improved speed and performance, added tools to help you track your reconciliation workflow without leaving the page, and ensured that every Transfer matches your bank deposit.
Highlights:
- Reconciliation tracking:As you review each deposit and confirm it against your records, mark it as reconciled and move on. Reconciled deposits keep a record of who completed it and when.
- Totals table:Find gift & payment totals, covered & uncovered fees, GrowCurve rebates, and a breakdown by fund at a glance.
- Faster navigation:The page loads faster, and previous/next controls let you move between transfers without going back to the list. Pending transactions are also visible before they settle.
- Color-coded status badges:Disputed, refunded, failed, and pending transactions are now tagged with visual indicators so you can see the status of any transaction at a glance, alongside covered and uncovered fees.
- Streamlined export:A new export file combines payments and gifts into a single file.
Note: A Legacy Transfers option is available during the transition if you need to reference the previous version, or access the old export file. We'll let you know before it goes away.