| Term
|
Definition
|
| External Employee ID |
Column data is from client HR data. |
| Employee First Name |
Employee’s first name
Column data is from client HR data.
|
| Employee Last Name |
Employee's last name
Column data is from client HR data.
|
| Employee Email |
Employee’s email address
Column data is from client HR data.
|
| Employee Status Active |
True/False - Identifies whether this is a current employee
- If active, TRUE
- If inactive, FALSE
Column data is from client HR data.
|
| Transaction ID |
Donation ID/Transaction ID |
| Donation Type |
Donation/transaction type |
| Transaction Status |
- Reissued
- Reissue Requested
- Ready To Reissue
- Hold(Not Funded)
- Refund
- Denied
- NotAvailable I2/
Cancelled
- Re-Submit
- Charged
- Refund Requested
- Funded
- Returned
- Pending
|
| Transaction Amount USD |
Donation amount in U.S. dollars (USD) |
| Transaction Date |
- Credit cards are listed by their donation date, which is the date that the credit card donation was entered into CSRconnect.
- Credit card matches are listed by their original donation date, which is the date that the match was requested in CSRconnect.
- Cause cards are listed by their donation date, which is when the cause card was redeemed in CSRconnect.
- Offline donations are listed by their original donation date, which is the date that the donor made the donation outside of CSRconnect.
- Offline matches are listed by their donation created date, which is the date that the offline match was requested in CSRconnect.
- Incentives are listed by their redemption date. If an incentive program requires approval, CSRconnect generates the donation date upon approval.
- Volunteer grants are listed by their donation date, which is the date that the volunteer grant was requested in CSRconnect.
- Payroll is listed by its donation date, which is the date that aligns to the month in which the deduction took place and a payroll compare was run to create the transaction.
- Payroll match is listed by its donation date, which is the date that aligns to the month in which the deduction took place and a payroll compare was run to create the transaction.
|
| Payment Number |
Payment number(s) applied to the associated transaction(s) |
| Original Payment (T/F) |
Was this the original payment? |
| Number of Payments |
Number of times this transaction ID has been included on a payment (check or ACH) |
| Payment Status |
Check status
Applicable statuses include:
- Pending
- Deposited
- Refund
- In-Transit
- Voided
|
| Payment Created Date |
Check or ACH number created date. |
| Payment Modified Date |
Check or ACH modified date. This includes when a check is deposited, voided, or other status changes occur tied to the payment. |
| Payment Type |
Form of payment sent:
- Check
- ACH
- Wire
|
| Payment Deposited Date |
Date the payment was deposited in the charity's bank account. |
| Recent Payment Number |
Most recent payment number applied to the associated transaction(s) |
| Recent Payment Status |
Most recent check status
Applicable statuses include:
- Pending
- Deposited
- Refund
- In-Transit
- Voided
|
| Charity ID |
The unique ID in the YourCause system for this charity |
| Charity Registration ID |
Charity’s registration ID |
| Charity Name |
Charity/organization's name |
| Designation |
The user's designation/directions included when they made their donation/pledge |
| Charity Address 1 |
Charity’s address from Blackbaud Verified Network |
| Charity Address 2 |
Charity’s address from Blackbaud Verified Network |
| Charity City |
Charity’s city from Blackbaud Verified Network |
| Charity State |
Charity’s state from Blackbaud Verified Network |
| Charity Postal Code |
Charity’s postal code from Blackbaud Verified Network |
| Charity Country |
Charity's country name from Blackbaud Verified Network |
| Previous Charity ID |
The unique ID in the YourCause system for the charity previously listed on the transaction. |
| Previous Charity Registration ID |
Charity’s registration ID previously listed on the transaction. |
| Previous Charity Name |
Charity/organization's name previously listed on the transaction. |
| Stranded Funds Redirection Status |
Was this transaction set to be redirected (but not yet disbursed to the new charity), redirected, reissued, or was no action taken?
Applicable statuses include:
- Set To Be Redirected
- Redirected
- Reissued
- No Action
|
| Stranded Funds Automation Status |
If redirected, did the automation or user redirect this transaction?
Applicable statuses include:
- Automation
- User
- No Action
|
| Stranded Funds Modified Date |
Date of redirect/reissue
Date shown only if action taken. If there was no action taken yet, this field is blank.
|