On-Line Express transaction history

Maria Middleton

Hello,

I am unable to access our donor transaction history in on-line express. I need to print the transaction documentation as back-up to my posting reports.  

 

Jen Claudy

There should be a blue text link [View Transaction History] in OLX just below the button to [Download Transactions].  Change the date range and click search to get a list.  You can print this list, one page of about 4 transactions at a time, but it doesn't appear that you can export the data. 



You can, however, export the data from the BBMS portal.  This is a separate site and login, but you can get your disbursement reports here in pdf or as an Excel export.

Matt Page

Jen Claudy:

There should be a blue text link [View Transaction History] in OLX just below the button to [Download Transactions].  Change the date range and click search to get a list.  You can print this list, one page of about 4 transactions at a time, but it doesn't appear that you can export the data. 


You can, however, export the data from the BBMS portal.  This is a separate site and login, but you can get your disbursement reports here in pdf or as an Excel export.

Been scratching round for ages trying to find an answer to that one. Thanks Jen.


Matt

 

Matt Page

Oh, it turns out this isn't that helpful as you can't tell which transacton came from which form.


That information exists somewhere, surely? So why can't we get it out?


Matt