Objective
This article explains how to use the Deposits section of the Manager Dashboard to view, track, and export detailed reports of gift batches deposited into your bank account.
💳 Track Gift Batches Deposited to Your Bank
Easily track and manage all deposit activity using your Manager Dashboard.
Each deposit is recorded in a detailed batch report and includes all transactions processed to your connected bank account.
📂 Access Deposit Reports
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Navigate to the Reports tab in the left-hand menu
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Click on Deposits in the sub-menu
📅 Deposit Page Overview
The default view will display:
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The Funding tab
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Data Export options
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The current month’s batch deposit list
Customize your report by:
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Selecting a date range using the “From” and “To” fields
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Choosing a specific account (e.g., Bank, Kiosk, PayPal) using the dropdown
💰 Billing Tab Overview
Select the Billing tab to view reporting for fees associated with each deposit:
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Gross Deposit – Lump sum of all monthly transaction fees
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Net Deposit – Daily deposit amount minus daily fees
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Manual Deposit – Shown after a manual payout is completed
🔗 Learn more about deposit methods and billing timelines here.
📊 Actions Available per Deposit Batch
To the right of each batch entry, you can:
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View Transactions – See all transactions in that deposit batch
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Export – Download a .CSV file of all batch transactions
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Save or Print Details – Generate a PDF grouped by Fund
💡 Need to find a specific batch? Use the Batch ID filter in the Transactions tab to jump directly to the deposit report.
⏱ Deposit Timing & Batch Grouping
Deposits occur 2–3 business days after donations are received.
Batch rules:
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Donations from the same business day will be grouped together
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Weekend donations (Saturday–Sunday) are deposited the following Tuesday or Wednesday
📤 Exporting a Deposit Report
Use the Export or Print buttons in the top-right corner of the screen to download a full deposit report.
Export formats:
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CSV for spreadsheets
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PDF grouped by Fund for printing or saving
📝 Additional Notes
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All transactions in a deposit batch are included, regardless of payment source (credit, debit, or ACH)
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Kiosk transactions are batched and deposited separately with their own independent deposit reports
🔗 Read more about Kiosk Deposit Reports
Have Questions or Need Help?
If the product isn’t working as expected, our Support Team is available Monday–Friday, 8 AM–5 PM CST.
For product-related questions:
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Click the question mark icon inside the product to access tutorials and walkthroughs
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Use the Help Center chatbot for 24/7 answers
Looking for a personalized walkthrough?
We offer paid services to walk you through setup or configuration. Reach out to our Sales Team at sales@ministrybrands.com to learn more.
✨ Explore more how-to articles and video tutorials in the Help Center.
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