Viewing Transactions
Last updated
Last updated
Browse the Open Collective Ledger with the Dashboard Transactions tool. We have designed it to look and operate more similar to a 'bank statement.
To view the Transactions page navigate to your Dashboard and then Transactions. Utilize the account switcher to switch between 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.
The transactions you see are based on the context in which you are using the tool.
If you are individual you will see transactions that are related only to you (expenses you submitted and contributions you made.
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, payment processor and host fees).
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.
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
Sort the transactions either by Date (Oldest - Newset) or Effective Date (Oldest - Newest)
To dive in and review any particular transaction, click to trigger a draw to slide out from the right displaying more information.
Transaction #
Account
Sender/Recipient
Date and Time
Effective Date
Type of Transaction
Kind of Transaction
Amount
Payment Method
Merchant ID
Accounting Category
Group ID
Opposite transaction ID
Related contribution
Head to the Exporting Transactions section to find out more.
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 expected funds in this view (these can be seen in the Contributions section)
