Rock U - Finances - Scheduled Transactions

Transcribed Video Content

So the concept of scheduled transactions in Rock are simply just reoccurring giving. So people have gone out there, they set a profile of how they want their their gifts to come out every week, every month or whatever pattern they choose. So, let's take a look at how that works within Rock. So if we go into finance, scheduled transactions, we would see all the scheduled transactions that are currently, configured within the system. And we can pick one of those. And from here, we can cancel it. We can go out and have it refresh now, which means we're gonna go pull from the financial gateway to get the status of this. Typically, there's a job that's gonna be doing that for us, but if we wanted to refresh it manually, we could. We would see all transactions that were processed against that reoccurrence. In this case, none of them have happened yet. And we also have the option to go ahead and edit those transactions. So for some reason, we needed to go in here and adjust that, we could. But we need to be very careful about that. We don't want to do that. We don't want to change how much money is gonna be coming out of someone's account without their permission. So we want to be very careful who has rights to do that. And you'd see information about how that what pattern and how this recurrence is happening. Okay. So this is a great way to go in here and see what's available. It has some filters. So if you wanted to kinda do some analysis in here, could actually do some light reporting of how many people have a scheduled transaction to a certain account or have a certain frequency. So again, we try to make these filters act a little bit reports for you especially in the financial area. Now, how do you get these reoccurrences to happen? Most of the time, obviously, the person's gonna do it themselves. They're gonna go out to the external website, they're gonna click on give, give now, and then they're gonna go ahead and pick a frequency. So that's the most common way to do that. You can set these up for individuals if you'd . But you'll need to know all their payment information which typically is not the case. You might have them on the phone, in which case you could you could do this. So if you go to the contributions tabs, you can do a new scheduled transaction for them if you'd . From here too, you you can see the list of their scheduled transactions. You don't necessarily have to go to finance transactions to look. You could go to a person's profile page if you were looking for a specific person. So that is scheduled transactions within Rock.