Organizations can review transaction activity directly from Financial Management. From the left navigation, open Financial Management, then select Transactions to access the page.
For details on the District Transaction page, see Understanding the District Transaction Summary Page.
Summary tab
The Summary tab provides your organization with a high-level view of transaction activity, allowing you to quickly review sales, fees, and taxes for the selected reporting period.
Open the Summary tab to review transaction totals for your organization.
Gross Sales shows the total amount collected before fees and taxes.
Net Sales shows the sales amount after applicable adjustments.
Net Fees shows the fee impact for the transactions included.
Net Tax Owed shows the tax total associated with those transactions.
Review the summary table to see transaction totals grouped by transaction type. You can also use the Filter option to narrow the results shown in the summary table.
Details tab
Open the Details tab to review transaction-level records instead of summary totals.
This tab shows individual transactions with details such as transaction date, payout date, transaction type, payment method, transaction ID, description, quantity, and unit price.
Use this view when you need to investigate a specific payment or understand how summary totals were built.
Use the Filter option on the Details tab to narrow the data you want to review.
Filtering can help you isolate transactions by criteria such as product, payment method, transaction date, or payout date.
This is especially useful for reconciliation, payout review, or researching specific transaction activity.
Use the export icon on the Details tab to download transaction data for further review or reporting.
Exports are helpful when you need to share records with your finance team or compare Givebacks data with your accounting system.
Questions? Click the "?" icon to contact Givebacks Support.