Match requests

Manage Requests allows you to resolve pending match requests when admin approval has been enabled for a match program. From this page, you can approve, deny, request resubmission, or reverse decisions.

To manage match requests:

  1. From the CSRconnect Admin Portal, select Give Settings, then select Match Programs.

  2. Locate the desired match program and select Manage Requests from the Options menu.

Tip: You can also resolve match requests from the Approvals Manager.

Pending match requests will have the Requested status. Filter by Status to view pending match requests only.

Use the Search By tool to search by employee, charity, or request ID.

Use the Sort By dropdown to sort by request submission date or charity name.

Use the Per Page dropdown to choose the number of requests displayed on the page.

Use the Filter tool to filter your results by values including status, charity information, and amount.

The most commonly referenced fields appear by default for reach request. The rest are visible by selecting the View Request Details link.

Match Transaction ID appears by default for credit card and offline donations because the ID is auto generated.

Donation Amount is readily visible at the beginning of the listing.

View all fields for all requests by selecting Expand All.

To approve a match request:

  1. Select Approve under a pending match request.

  2. Select Update Status to confirm your action.

To deny a match request:

  1. Select Deny under a pending match request.

  2. Enter a Reason for Status Change explaining why the request was denied.

  3. Select Update Status to confirm your action.

Tip: Use the checkboxes to resolve match requests in bulk.

You can request that an employee resubmit their match request.

  1. Select Resubmit under a pending match request.

  2. Include a reason in Reason for requesting resubmission using HTML text. This will appear in the resubmit email.

  3. Select Update Status.

Tip: Use the checkboxes to resolve match requests in bulk.

Select Resend Resubmit Email to have the resubmission email notification sent again.

To reverse an Approve decision:

  1. Locate the match request.

  2. Select Reverse Approval.

  3. If you do not want to notify the requester of the reversal by email, select Do not send email.

  4. You can choose to include a message in Custom Message to appear in notification field.

  5. Select Update Status.

To reverse a Deny or Resubmit decision:

  1. Locate the match request.

  2. Select Requested to return the match request to the Requested status.

  3. Select Update Status.

Volunteer grants and donation matches are included in this report.

  1. Apply any filters or sorting options from Manage Requests.

  2. Select Export Grants. The report results appear based on selected filter and sorting criteria.