Please submit all product enhancement ideas below. We welcome your feedback; your ideas will be reviewed by the Product Manager that oversees the development of that part of the product on an ongoing basis and updated with its current status monthly based on our product planning process. Ideas you submit could help us shape features currently in development or grow our repository of requirements for our next big enhancement. Thank you for taking the time to share your thoughts and expertise with us.
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We have experienced an issue where we are seeing PayPal transactions in Luminate but they do not exist in PayPal. The transaction is submitted in Luminate and accepted by PayPal. It is considered 'processed' by Luminate and show's up on the constituent's transaction history in Luminate. This transaction has a PayPal unique identifier (processor transaction id). PayPal sends settlement data so it appears to be settled in Luminate. However, the transaction in PayPal is really pending at this point and has not yet been confirmed. The transaction in PayPal is later declined, (we believe these are typically eChecks which is money taken directly out of a person’s checking account) but that communication is never sent back to Luminate or retrieved by Luminate. There is no record of the decline in Luminate. This creates issues with our bank reconciliation for PayPal because the transaction is never deposited and thus not on the PayPal statement we use for reconciliation, but it still appears in Luminate and consequently, BBCRM.
I've done some research at PayPal and there is a web API available called 'PayPal Sync API'. This API can be used to retrieve data from PayPal for a client. I ask that Luminate use this API to manage a 'PayPal status' in Luminate. When the transaction is initially recorded in Luminate the status would be pending, as is the initial state in PayPal. Utilizing the API, update the PayPal status from pending to whatever status exists in PayPal. And, if a transaction's status becomes 'denied' the transaction in Luminate be reversed. This way we can update our sync to BBCRM to not send the transaction to BBCRM until confirmed by PayPal - thus no denied transactions sent to BBCRM from Luminate.
|Area of the Product||Donations|
|Org/Company Name||The Nature Conservancy|