You can search disbursement transactions to instantly find an individual donation or grant without downloading a full disbursement report. The search covers transactions from our Employee Engagement and Grant Management solutions. Search by donor name, email, company, project, or transaction ID to verify a gift, confirm a grant, or connect a donor to a disbursement.
Searching for a transaction
To search for a transaction:
- Select Transaction Search in the left navigation sidebar.
- Enter your search criteria in one or more of the available fields and select Search.
- Review the results table — each row shows transaction-level details including donation amount, date, donor info (if shared by the donor), and disbursement status.
To export the disbursement report, including that transaction, select Open Report in the transaction's row. You cannot export details only for a single transaction.
Consider the following when reviewing search results:
- Status: All results in the transaction search have a Complete status. Transactions that are still accumulating or pending are not shown in search results to protect data integrity.
- Donor information: Donor name, email, and address are only visible if the donor opted to share this information. Anonymous or private donors will show limited details.
Any user with the right permissions can use transaction search. Sub-users may require Report Viewer permissions. Contact your portal admin if you don't see Transaction Search in your navigation.
Can I search for a donation that hasn't been paid out yet?
No. Transaction Search only returns transactions with a Complete status (funds fully disbursed). Pending or accumulating transactions are not currently searchable.
We used to be able to see which companies were contributing to our accumulating balance. Why was that removed, and will it come back?
This was an intentional decision. As part of this release, we deliberately limited client-identifying information for pending disbursements — and we've applied that same approach consistently to donor-level details in the Transaction Search feature. We know this is a change from what you're used to. We continue to assess it as we move into the next stage of enhancements. Increased disbursement frequency is also shaping how we think about forecasting capabilities and strengthening the feedback loop between you and your corporate supporters — so while this feature looks different today, it's part of a bigger picture we're actively building toward.
Can't find a donor's transaction? If it isn't showing in Transaction Search, it's likely still in Accumulating. Encourage your donors to check their Donation Tracker under My Profile in their Benevity giving account — it will show them exactly when funds are expected to disburse and the transaction number you can then search for.
A donor says they made a gift, but I can't find it. Why?
A few possibilities:
- The donation may not yet be in a Complete status.
- The donor may have given anonymously.
- The gift may have been made to a different organization or project. Try broadening your search or contacting Benevity Support with the donor's transaction confirmation.