Context: This guide details the ability to export Contribution grids, view their statuses, the contribution timeline, and view and print payment details.
Interactive Demo
Note: Make the demo full-screen for a better experience. You can mute/un-mute narration to suit your preferences.
Step by Step
1. To view all contributions and their statuses, navigate to the Contributions tab.
2. To view more information about a contribution, click on the Process ID.
3. In this view, you can see details specific to your selected contribution.
4. On the left-hand side of the view, you will see a Contributions timeline, which updates as events occur. In this instance, our Contribution has been sent to fund(s).
5. On the right-hand side, you will see a summary of your Contribution.
6. To see you Contribution, click View contribution grid.
7. Here, you can revisit the grid for contributions in any status.
8. To export the grid, click Export and select Export entire grid.
9. Name your export.
10. Viewing a Contribution in the 'Awaiting Payment' status, we can see the timeline reflect the submission status.
11. As we need to make a payment, we can view the payment details here.
12. On the Payment details screen, we can review the bank details of the account to send funds to.
13. If you wish to print these details, click Print.
