https://legacy.forums.gravityhelp.com/topic/best-way-to-audit-transactions Gravity Support Forums Topic: Best Way to Audit Transactions en-US Fri, 17 Apr 2026 07:33:15 +0000 http://bbpress.org/?v=1.0.1 q https://legacy.forums.gravityhelp.com/search.php https://legacy.forums.gravityhelp.com/topic/best-way-to-audit-transactions#post-101814 Wed, 12 Dec 2012 19:43:44 +0000 Chris Hajer 101814@https://legacy.forums.gravityhelp.com/ <p>I will bring this to the attention of the development team to see if they have any ideas for you. </p> https://legacy.forums.gravityhelp.com/topic/best-way-to-audit-transactions#post-101290 Tue, 11 Dec 2012 13:46:47 +0000 srdev 101290@https://legacy.forums.gravityhelp.com/ <p>So, my finance department has a dilemma. We need a way to audit all of the transactions in bulk. We take donations all year long. Some are one-time donations and some are repeating donations (set up as ARB with authorize.net). But, those donations have custom information associated with them (to support a particular person or program).</p> <p>Exporting from GF entries works fine for the one-time donations, but I can't extract the individual transactions from the subscriptions (the subsequent charges show up as added notes on that one entry). Exporting from authorize.net works great for amounts, but I can't pass enough metadata to identify which donations went to which person or program.</p> <p>We came up with the idea of a reconciling those two exports with some fancy Excel work, but that's still not enough since the only way to reconcile those transactions is with the authorize.net transaction ID. But, GF subscriptions don't record the initial transaction ID and subsequent transactions IDs are stored in the notes and are not exportable. So, those can only be reconciled manually (not a scalable process).</p> <p>So, any ideas on how to get a clean list of all charges with the metadata to identify which account we should credit them to? </p> <p>BTW, while it would be spiffy to be able to transfer more metadata to authorize.net, it's not clear to me that those custom fields would be included when the data is exported from their portal.</p> <p>Any suggestions would be much appreciated. (Have we outgrown GF?) </p>