To match the withdrawals from your organizations’ bank account with your RaiseRight POs, follow these steps:
- Run the Organization PO History by Date report to view your Purchase Order (PO) history and details.
- Filter Purchase Order Type by Only Bank Credit and Debits. This will display only Purchase Orders with an A, I, or P entry type.*
- Enter your date range, select an output format, and click Run Report to download the report file to your computer.
- Once you open your report, review the PO total amount field for each PO number.
- Confirm that the PO total amounts on your bank statements match the withdrawals from your organization’s bank account for your Purchase Orders.
*Purchase order entry types:
- A: Orders created by RaiseRight’s customer support team when we need to process a refund or charge—usually after you contact us.
- I: Any orders that you roll up on a PO and submit through RaiseRight.
- L: Orders that are paid for online by your participants and process automatically (eGift cards, gift card reloads, and Ship to Home gift card orders).
- P: Orders you placed over the phone with RaiseRight.