• 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...

  • Accounts Download

    Donorfy features the ability to export financial information so that it can be uploaded to your organisation's financial reporting software, such as:   Transaction List A standard Excel spreadsheet that can be used for adding data to a variet...

  • 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...