Match requests

By default, matches are auto-approved unless a charity has not met its compliances and affirmations or has admin review enabled. In these scenarios, match requests are sent to Manage Requests for admins to resolve pending match requests. From Manage Requests, admins can approve, deny, request resubmission, or reverse decisions.

Reviewing match requests as an admin

1. Navigate to CSRconnect Admin Portal, Admin Tools, Program Management, Match Programs.

2. Select the options icon next to the match program you want to manage, then select Manage Requests.

3. Select Resubmit, Approve, or Deny for each request. If you select Resubmit, you must enter a reason for the resubmission request.

Note: Resubmit is unavailable for recurring credit card donation matches.

4. To manage the requests in bulk, select Select All at the top of the list of requests, then select Resubmit, Approve, or Deny.

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.

Note: Both custom and company compliance statements appear on Manage Requests.

Sort and filter match requests

  • 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.

View request details

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.

Approve or deny match requests

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.

Request match request resubmission

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.

Warning: Resubmit is unavailable for recurring credit card donation matches.

Reverse a decision

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.

Generate the Export Grants report

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.