Transactions

Overview

This document lists what the Transactions category of the In-Kind Pro Support Knowledge Base is missing and proposes the content to add. The category currently has three articles (In-App Transactions, External Transactions and E-Signature Process). All three explain how to create or sign a transaction, have no screenshots, and none of them covers the Transactions list or its filters.

The main addition is a new article, Transactions List and Filters, which documents the new scope option of the Case Worker filter. The same filter is available in the Transactions report (Reports category), which will be documented separately.

Article	Action	What changes
Transactions List and Filters	New	Describes the list, every filter, and the Case Worker filter with its two scopes. Includes screenshots.
In-App Transactions	Update	Step 1 is out of date: the + button now opens the New transaction screen directly, with In App selected. Adds a screenshot.
External Transactions	Update	Step 1 is clarified (the External option is on the same New transaction screen). Adds a screenshot.
E-Signature Process	No change	Content is still accurate. Screenshots of the donor email and signing page can be added later from a real signing request.

New article: Transactions List and Filters

The Transactions page lists the in-kind transactions of your agency. Use the filters to find specific transactions, to review the work of a case worker, or to prepare an export.

Open the Transactions list

In the left menu, select Transactions.
Select the Filters icon (next to the + button) to show or hide the filter panel.
Set the filters you need and select Apply Filter. Select Clear Filter to go back to the default filters.

Figure 1. Transactions list with the filter panel open.

Available filters

Filter	What it does
Transaction id	Type one or more transaction IDs and press Enter after each one.
Search conditions	How the transaction ID is matched: Exact, Contains, Starts with or Ends with.
Donor / Email	Search by donor name or donor email.
Donor Type	Show only donors of the selected types.
Children	Search by the name of a child included in the transaction.
User	Search by the user who created the transaction.
Last updated by	Search by the user who last changed the transaction.
Include inactive	Adds inactive centers and grants to the Center and Grant options.
Center / Grant	Show only transactions of the selected centers or grants.
Case Worker	Show the transactions of one or more case workers. See Filter by case worker below.
Status	Transaction status, for example Verified or Unverified.
I/O status	All, Active or Inactive transactions. Active is selected by default.
Price Min / Price Max	Range for the transaction total.
Transaction date / Occurrence date	Date ranges for when the transaction was recorded and when the donation took place.
Transaction Type	For example In App or External.
Signature Type	How the transaction was signed.
Created by case worker	Shows only transactions created by any user who is a case worker.
Entity type: Only organizations	Shows only transactions of donors that are organizations.

Above the results you can see the number of records, the Download icon to export the list, and the Columns icon to choose which columns are shown.

Filter by case worker

The Case Worker filter lists the case workers of your agency. When you select case workers, a Transactions option at the top of the list decides which of their transactions are shown. One option is always selected.

Option	Shows
Created by the case worker (default)	Transactions that the selected case worker created, whoever the donor is.
From their assigned donors	Transactions that include at least one child assigned to the selected case worker for that donor, whoever created the transaction (for example an agency admin).

Steps

Open the filter panel and select the Case Worker field.
Under Transactions, choose Created by the case worker or From their assigned donors.
Select one or more case workers, or use Select all. Use the search box to find a case worker by name.
Close the list and select Apply Filter.

Figure 2. Case Worker filter with the default option, Created by the case worker.

Example

In the agency below, the same case worker is selected with each option:

Created by the case worker returns 2 records. The User column shows the case worker on every row.

Figure 3. Results with Created by the case worker: only the transactions the case worker created.

From their assigned donors returns 4 records. The two extra rows were created by the Agency Admin for a donor whose child is assigned to this case worker.

Figure 4. Case Worker filter with From their assigned donors selected.

Figure 5. Results with From their assigned donors: includes transactions created by other users.

NOTES

The Case Worker filter is shown to system administrators and to users with the View center case workers permission or any user management permission (View, Create or Edit users).

If you select several case workers, a transaction is shown when it matches any of them.

A child can have more than one case worker. With From their assigned donors, the transaction is shown for every case worker assigned to that child for the donor.

Transactions with no child assigned to a case worker (for example community donors, who have no case worker) never appear with From their assigned donors.

The Created by case worker checkbox is a different filter: it does not look at specific case workers, it shows transactions created by any user who is a case worker.

The Transactions report (Reports > Transactions) has the same Case Worker filter and the same two options, so both screens return the same transactions.

Related articles: In-App Transactions · External Transactions · E-Signature Process · Transactions Report

Preserve Transactions When Switching Donors In-App Transactions External Transactions E-Signature Process