NGO Payments
Role: NGO admins
Scope: NGO portal
Purpose
Track payout records sent to your NGO and monitor operational payment statuses.
Who this is for
NGO finance admins and operations users reconciling company payouts.
Prerequisites
- You have NGO admin access.
- Your NGO has payment activity generated from company voting periods.
Step-by-step instructions
1. Open Payments
Go to NGO -> Payments.
2. Filter by status
Use status tabs to isolate pending, sent, completed, or failed rows.
3. Search and paginate
Find specific company rows quickly by search and pagination controls.
4. Review payment details
Check company name/email, created date, status icon, and amount.
5. Export document
Use export action to open payment documents in a new tab.
What users should expect
- NGO payment statuses align with company-side payment lifecycle.
- Some statuses can remain pending while external processing is ongoing.
Common issues and troubleshooting
- No rows visible: verify period completion and payout generation from company side.
- Export does not open: allow popups/new tabs in browser settings.
- Unexpected failed statuses: coordinate with company finance admin.
Verify success
- Payment rows are visible for expected company payouts.
- Export action opens a payment document for at least one eligible transaction.