How do I filter the matching submissions list

To use the Gift Matching (Post-Tax Matching) or Volunteer Matching submission list feature within the Good2Give Employer Giving Centre, your organisation needs to have the online Post Tax Matching module or the Volunteering Matching Submission module enabled.  If you don’t see the Approvals Tab within the Employer Giving Centre, speak to your Good2Give Client Relationship Manager to see if online submissions can be enabled for your organisation.

Filter Submissions List

If you would like to view historical submissions you can use the Filter Submissions List dialog box to target submissions that meet your search criteria. On this screen, you can filter submissions by the following criteria. Click Update when you are ready to run the report.

Field Description
Submission Date Range Select the start and end dates where donations have been submitted by the donor for matching.
Submitted Amount Range Enter the minimum and maximum amount which has been requested to be matched.
Submission Type Choose from one of the following submission types: 
  • Post-Tax
  • Volunteering
  • Team
  • Individual
Submission Status Choose from the following status types:
  • Approved: The submission has been approved for payment to the charity.
  • Pending: The submission has been referred for CSR Manager review.
  • Draft: The submission has not been submitted.
  • Rejected: The submission has been declined.
Approved Date Range Select the start and end dates relating to donations that have been approved for matching. Only approved submissions will appear in the results.
Individual or Team Donation

Select either Individual, Team or Both for all submission types.

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