CanadaHelps - In-country options

CanadaHelps can process in-country payroll and corporate funds and, for those transactions, will invoice organizations in CAD. Organizations must provide a Canadian contact for invoicing (for example, funds cannot come from their US or other non-Canada locations.

  • Master Give settings should have In-Country - Canada and Payroll boxes checked prior to any pledge being entered

  • Deduction and Actual files will be sent in CAD and must be a separate payroll program

  • Segmentation

    • Limited to CanadaHelps eligible charities only

    • Will be invoiced by CanadaHelps

  • Batch 2.3% fees apply

  • Master Give settings should have In-Country - Canada and Company Dollars boxes checked prior to any transactions being created

  • Segmentation

    • Limited to CanadaHelps eligible charities only

    • Will be invoiced by CanadaHelps

  • Batch 2.3% fees apply

  1. Client implements separate CAD payroll program and begins payroll file exchanges

  2. Upon receipt of previous cycle's actual file(s), Processing Analyst will request a payroll compare

    • Follows standard payroll compare timelines

  3. Once payroll compare is complete, CSM reviews and determines resolution for any exceptions

  4. Processing Analyst batches and sends client and CSM a transaction report with invoice total, actual file(s) total, and notates any variance due to exceptions. Within 3 business days of completion of step 3

    • Separately, Processing Analyst sends transactions to CanadaHelps and uploads disbursement instructions into client's unique CanadaHelps' secure portal (AKA profile)

  5. CanadaHelps sends CAD invoice to client, CC's ycprocessing@blackbaud.com

  6. Client funds CanadaHelps in CAD

  7. CanadaHelps disburses out transactions in CAD to NPO's and notifies YC Processing

  8. Processing Analyst closes out the batch in Processing Tool

  9. CanadaHelps sends payment status report the 20th (or next business day) of the month following disbursement by CanadaHelps

  10. CSRconnect and NPOconnect are updated and transactions reach the end of their cycle

  1. Within first 10 business days of a month, Processing Analyst will batch eligible transactions (assuming no payroll, payroll match) and send client and CSM a transaction report with invoice total

    • Separately, Processing Analyst sends transactions to CanadaHelps and uploads disbursement instructions into client’s unique CanadaHelp’s secure portal (AKA profile)

  2. CanadaHelps sends CAD invoice to client, CC's ycprocessing@blackbaud.com

  3. Client funds CanadaHelps in CAD

  4. CanadaHelps disburses out transactions in CAD to NPO's and notifies YC Processing

  5. Processing Analyst closes out the batch in Processing Tool

  6. CanadaHelps sends payment status report the 20th (or next business day) of the month following disbursement by CanadaHelps

  7. CSRconnect and NPOconnect are updated and transactions reach the end of their cycle