Charitable funding information

Assign permissions

To assign Charitable funding information access to authorized users, complete the following steps:

In the CSRconnect Admin Portal, select the Users menu, and then select Manage Roles.
Select the Manage Roles option for the applicable role to receive access to the page.
Select Public Reports, and then select Can View Charitable Funding Information.
Select Allow.

Users assigned to the role can now view Charitable funding information by navigating to CSRconnect Admin Portal, Report, Charitable Funding Information.

Apply filters

To limit search results displayed:

Apply any or all filters.
- From - To - Starting and ending month time frame for the funding request(s)
- Status - Displays funding requests that fall into one of the following categories
  - Outstanding - Funding request was sent to client. No funds have been applied.
  - Funded - Client completely funded the request.
  - Partially funded - Client partially funded the funding request.
  - Voided - Funding request was voided and a replacement invoice will be sent.
- Funding request # - Locates a specific funding request based on the number entered
Select Apply filters.

To clear the filter selections and display all results, select Clear filters.

Terms and definitions

Prefund - A funding request that is sent from YourCause to the client to cover future funding requests.

Note: Funding requests sent for prefunding are not tracked here since they are created outside of the platform.
Funding request - Previously referred to as an invoice, a funding request communicates the amount the client owes for their current processing cycle.

Column labels and definitions

Month - The month when the funding request was issued
Year - The year when the funding request was issued
Funding request # - Unique ID tied to the funding request
Description - The invoice name listed in the processing platform. It indicates the time period that the invoice applies to.
Status
- Outstanding - Funding request was sent to client. No funds have been applied.
- Funded - Client completely funded the request.
- Partially Funded - Client partially funded the funding request.
- Voided - Funding request was voided and a replacement invoice will be sent.
Donation count - Total number of donations included in the funding request
Charity count - Total number of charities receiving donations through the funding request
Total transaction amount - The amount of all transactions in the invoice batch
Applied prefunds - Prefunds applied to this funding request (if applicable)
Applied credits - Credits applied to this funding request (if applicable)
Funding request amount - Total amount we ask the client to fund
Credit card funding - The portion of a credit card transaction that is not part of the Funding request amount because we received the money from BBMS (calculated by using OriginalDonationAmount - ProcessorFee for credit card transactions)
Paid - The amount of funds we have received to date from the client to pay the funding request
Pending disbursement - Anything that is not on hold and has not been disbursed. This is the amount currently still processing for charities in real time for this funding request (if applicable). Otherwise, this field displays $0.
Disbursed - The amount we have currently disbursed/sent to the charities in real time (if applicable).
On hold - Hold status - The amount Blackbaud currently has on hold from this funding request (if applicable).
Future credit - Transactions related to an invoice that are in Refunded status and impact the credit sub account. These credits are not applied on this invoice but will be used for a future invoice.