Donor Portal should display only posted donations
Currently, if a user logs in to their donor portal, they are able to see donations that are in the "new" bucket - AKA donations that are not yet posted and may contain inaccuracies.
This has caused confusion for a couple of our donors, particularly those that are also fund advisors and contribute to their fund via check. If we've just entered the check donation but it has not yet been posted, the fund advisor could log-in, see a low balance on their fund advisor portal, but then go to their donor portal and see the "pending" donation, though it looks complete to them making their fund balance appear inaccurate. Please change the settings so that only POSTED donations show up in the donor portal.
Jamee
shared this idea
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Jamee
commented
Hi Amanda, I did reach out to support when this first happened and they told me this is a feature, not a bug. I just tested it on the sandbox, and it is still happening.
Edit to add: I'm talking about the donor-view, not fund advisor view. In my example, the donor is also the fund advisor, but the donor's unposted donations show up in the donor portal, and that is a feature, not a bug. I believe that should be changed so that only posted donations show up on the donor portal.