Extracting financial information for the Finance Team. This is a Professional Plan feature.
Reset Accounts Download where a Previous Period's Download has been Deleted
If an Accounts Download file has been deleted from the Accounts Download area and therefore the date period can no longer be run you can reset the process by using the update file template below. You will first need to create a Transaction Paym...
This is a Professional Plan only feature - to upgrade see https://donorfy.com/pricing Donorfy features the ability to export financial information so that it can be uploaded to your organisation's financial reporting software, such as: T...
Undo an Accounts Download
When you create an accounts download file Donorfy flags the transactions which have been included in the file so they are not downloaded again. However, there may be situations when you want to allow the transactions to be downloaded again in a ne...
Reconciling Stripe to Donorfy
If you are collecting payments via Stripe using an online transactional form (Campaign Donation Page, Donorfy Donation Form, or Web Widget) and would like to be able to reconcile these transactions between Stripe and Donorfy, this article provides...