Transactions

Take a sneak peek into the Open Collective Ledger with the Transactions table. We have designed the new transactions table to look and operate more similar to a 'bank statement'.

To view the Transactions page navigate to your dashboard and navigate to Transactions. Utilise the account switcher to switch accounts.

In the transactions table you can see the Date and Time of the transaction, the account, the Recipient/Sender, the Kind of transaction and the Net amount with the Currency.

Contextual Transactions

The transactions you see are based on the context in which you are using the tool.

1. If you are individual you will see transactions that are related only to you (expenses you submitted and contributions you made.

2. If you are a collective administrator you will see all the transactions that are related to the collective (all the added funds, contributions made to the collective and expenses submitted to the collective).

3. If you are a fiscal host administrator you will see all of your organizational transactions and all the transactions related to the collectives you host.

Related transactions

Hovering over individual transactions will bring up a blue line to the left. This indicates the groupings of transactions.

Multiple transactions occur from the initial transaction for example based off the below screenshot

• Guest donates $5 to Logseq

This triggers

• Logseq sends a 74 cent in payment processor fees to Paypal

• Logseq sends a 50 cent fiscal host fee to Open Source Collective

• Open Source Collective receives a 50 cent fiscal host fee from Logseq

• Open Source Collective sends a 25 cent platform share to Open Collective

• Open Collective receives a 25 cent platform share from Open Source Collective

View more information

To dive in and review any particular transaction, click to trigger a draw to slide out from the right displaying more information.

• Group ID

• Date and Time

• Type of Transaction

• Account

• Amount

• Payment processor fee

• Opposite account

• Opposite transaction ID

• Related contribution

Extra features for Fiscal Hosts

Transactions for hosted collectives are included in the 'All' transactions view you can use the tabs to only view transactions from the hosted collectives or the fiscal host

We have removed pending orders/contributions in this view (these can be seen in the Contributions section)