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Viewing Transactions

Transactions can be viewed in your account Dashboard. Read on to learn more about your Transaction page.

Browse the Open Collective Ledger with the Dashboard Transactions tool. We have designed it to look and operate similarly to a bank statement.

To view the Transactions page, navigate to your Dashboard and then Transactions. Utilize the account switcher to switch between accounts.

A screenshot of a user's Transaction page within their Dashboard. On the top left, there is the Open Collective logo, a button for Dashboard and a button for Explore. On the top right there is a Search box, an icon for notifications, and the user's profile picture. On the left there is the account switcher module, and the full Dashboard list of pages. The majority of the page is the Transactions table, featuring Transactions for a Fiscal Host, a search box, options for adding filters and sorting type, and an Export CSV button.

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 your view is set to your individual account, you will see transactions that are related only to you: expenses you've submitted and contributions you've 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, expenses submitted to the collective, and payment processor and host fees.

  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, in the below screenshot:

A screenshot of a Transaction group. There is a table with six rows featuring individual transactions, that when viewed together form a transaction group. This group is indicated by a blue line on the left.

  • 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

Sort the transactions either by Date (Oldest - Newset) or Effective Date (Oldest - Newest)

A screenshot of the transaction list's sorting options. At the top, there is the sort button that shows the current sort method as "Date." Below that we see four sort options split into two categories: the first category is Date featuring "Oldest to Newest" and "Newest to Oldest;" the second category is Effective Date featuring "Oldest to Newest" and "Newest to Oldest."

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.

  • 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

A screenshot example of an individual transaction's details. At the top, on the left there is a transaction number that can be copied by clicking, and on the right there is a close button. Below that it features a transaction amount with currency included ($5.00USD), a button to Refund, a button to Reject, and a button with three dots. Below that the properties listed above this screenshot are all included.

Export CSV

Head to the Exporting Transactions section to find out more.

Extra features for Fiscal Hosts

A screenshot of the transactions page for a Fiscal Host. In the transaction table, the "Account" field indicates that some of the transactions are related to the Fiscal Host directly while others are for their hosted Collectives.

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, but these can be found in the Contributions section.

PreviousTransaction Pairs, Groups & PerspectivesNextExporting Transactions

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