Audit log

In this article, you will read more about how the donation counter is built up and how to reset it for a new edition.The following is covered:

Donation counter
Reconciliation of donation amount
Reset counter to zero
Fundraiser, donation and team archiving roadmap

 
Donation counter
The donation counter is a sum of the following components:
Donation amounts

All donations that have paid status
All manual donations
One-off authorisations and payments via invoice that have pending status

Entry fee

Only if set to be counted in the donation counter
Any discount (via discount codes) will be deducted from the registration fee, unless configured differently for the website

What's not in the donation counter:

Contribution transaction costs
Webshop
Donations falling under closed campaigns where it was chosen not to include them in the numerator count
Credit card payments with 'pending' status
Committed donations

 
Reconciliation of donation amount
To check all this, you should download an Excel file at website level at donations > overview donations > Create Excel file
*You may have campaigns whose donations have been removed from the counter (by closing the campaign, and then via Settings > Campaign status removing the amount from the counter). You can recognise these by the exclamation mark in the overview of campaign:

In that case, you need to exclude donations on these campaigns first. You do this by going to the 'Campaign title' column and filtering out the campaigns that do not count.Steps to calculate the counter:

Select all columns and turn on the filter
In the 'Payment status' column, turn on the following statuses: N/A and Paid
Go to the 'Donation amount' column and write down the total accumulated amount of the column (A)
Remove filters (apart from any campaign title filters)
In column 'Payment method', select Authorisation and Payment by invoice status
In the 'Payment status' column, select Pending status
Go to the 'Donation amount' column and write down the total accumulated amount of the column (B)
Remove filters (apart from any campaign title filters)
In the 'Payment status' column, turn on the following statuses: N/A and Paid
In the 'Show in donation counter' column, select Yes status
Go to the 'Entry fee' column write down the total accumulated amount of the column (C)
The amount on the counter is (A) + (B) + (C)
 

Reset counter to zero
There are many sites that work with donation years (e.g. 2019) or have recurring events. For these, it is useful to reset the counter to zero so that it is ready for the next edition.
There are several options for setting the counter to zero, depending on how your platform is set up.
1. Close campaignThe best option is to group the entire overview of donations and fundraisers into a campaign, e.g. '2019'. You can then close this campaign and change the campaign status. You can then indicate that you don't want to count the amount in the counter status. That way, the money goes out of the counter status and you have total proceeds and donations from the previous edition clearly displayed in your dashboard. Here you can see a step-by-step plan to do this. Tip: Copy your campaign if you want to create a new edition.Don't have any campaigns and still want to reset the counter via this method? Then contact us, we can print a script for this.
+ All donations are clearly archived in a campaign+ Returning participants keep their login details and are recognised for a next edition
2. Negative manual donationThe quickest way to reset the counter is via a negative manual donation. You do this by making a manual donation with a minus sign (-) in front of it.
+ A lightning-fast way to reset the counter position instantly- All fundraisers, teams and donors remain in the same place. This can cause possible problems with a new editionYou can close the old site, archive it and create a new site. That way, you start with a clean slate. The disadvantage is that you have to rebuild the new site and users have to create an account again. There are also costs associated with this.
+ You start with a clean slate and can set up the site for the new edition as you wish- There are costs associated with creating a new site. Please contact your sales consultant for this- Users must create a new account on the new site
Fundraisers, donation and team archiving roadmap
The option to close a campaign and not have the stand counted towards the tally is the nicest one. But what if not all fundraisers and donations hang under a campaign? This way, you can then still archive it:

Choose a campaign you want to hang all fundraisers and donations under (or create a new one). For example, edition-2019
Move all teams created at site level to the newly created campaign*
Move all site-level fundraisers to the newly created campaign*
Move all donations to the newly created campaign*.

For manual donations, you cannot move them. In that case, it is best to remove the donation and create a new donation at campaign level

Close the campaign (Tip: check whether you have automatic mail on or off before closing the campaign)
Set the campaign status via Settings > Campaign status to 'No, do not show the statistics of this campaign in the total counter status on upper levels'.

*There may be so many donations, teams or fundraisers that moving them manually is impossible. In that case, please contact us. Also if you want advice on how best to prepare the site for next year.

Through our notification centre, we report the most important News updates, such as new functionalities and invitations to webinars, via the gift and the little bell at the top left of your dashboard. However, not all updates appear there. We also have many small changes that do not make it to the notification centre. Below you can see per day the updates we have made that are relevant for our customers. These are mostly functionality updates or additions; they do not include bug fixes. You will see updates on:CFP (Community Fundraising Platform - former Kentaa Premium)DigicollectiRaiser FormsFlex Editorand onSUMO support centeriRaiser apiDigicollect apiiRaiser connectSalesforce DatePlatformUpdateNovember 202404-11-2024iRaiser connectThe webhook action.update is now also sent when changing an activity04-11-2024CFPActivities within the signup flow for companies are no longer chosen by the person who creates the company, but by the company members themselvesOctober 202418-10-2024CFPThe name of the sender email address has been changed to Team CFP, so that the emails no longer end up in spam. This only has an impact on sites where it has not yet been set up.14-10-2024iRaiser apiThe language of the customer of the webshop item has been added08-10-2024CFPThe unwanted automatic unsubscribe from emails has been fixed. If you want to unsubscribe from non-functional emails, you have to unsubscribe again in an extra screen.07-10-2024CFPThe Everest theme is now also available in the preview mode of the flex-plate. You can now easily switch between both themes.September 202430-09-2024CFPChange in Strava. You will now only see new activities that are visible to everyone. And no more activities that are only visible to followers23-09-2024CFPThe admin dashboard has been given a makeover.23-09-2024DigicollectEmail address from which emails are sent changed from support@kentaa.nl to no-reply@digicollect.nl23-09-2024CFPEmail address from which emails are sent changed from support@kentaa.nl to no-reply@community-fundraising.com23-09-2024CFPRebranding: Kentaa adjusted to iRaiser. This is reflected in various places and the colours have also been adjusted to those of iRaiser10-09-2024Flex EditorThe tips on the standard tips page have been made customizable09-09-2024CFPThe chosen registration fee is now also visible on e-ticket03-09-2024CFPiDEAL 2.0 integrated for Mollie customers03-09-2024CFPIn German the standard has now become 'Du' instead of 'Sie'03-09-2024Flex EditorTestimonial component added   August 2024  22-08-2024Flex EditorImprovements on fundraising, team and company pages. In particular, we made sure that the most important content is now directly in view.15-08-2024DigicollectThe email to collectors on a new donation now shows the amount without the transaction fee in it (to avoid confusion).14-08-2024Flex EditorWhen adding a link in the Flex Editor, you can now use mailto. For example, when linking to: mailto:help@iraiser.eu . This can be useful when adding a contact button.08-08-2024CFPWe now support YouTube shorts in the platform08-08-2024CFP It is now possible to use tags in the choice screen of action start for a project. Allowing you to create customer choice screens. For example https://demo2.kentaa.nl/projects/participate/tags/Energie and https://demo2.kentaa.nl/projects/participate/tags/Natuurbescherming01-08-2024CFPAdded various columns to the Excels: actions, teams, donations, companies, projects01-08-2024iRaiser apiAdded several api extensions, including company package details, e-tickets, number of team members, number of company members and submitter language.01-08-2024iRaiser apiAdded new webhook "users.update" that is sent when changing profile details   July 2024  15-07-2024CFPAdded checkbox for newsletter signup to the signup flow. This is off by default for existing customers and can be turned on by request (contact support for this).15-07-2024CFPAdded new conditional email to action starters x days after countdown date ends (to thank them).05-07-2024CFPA chatbot has been added for site administrators under "Need help?" trained through the support center.02-07-2024CFPYou can now change company administrators in companies and add new ones   June 2024  13-05-2024Flex EditorShare options on mobile improved to be more prominent and therefore more used.12-06-2024Flex EditorAdded parameter so that you can filter summary pages when linking to them. For example https://demo.kentaa.nl/projects?sort=oldest . This works for newest, oldest, most_collected, least_collected and for the pages segments, projects, companies, teams, actions and participants.   May 2024  13-05-2024Flex EditorAdded media component that allows you to add an additional video.13-05-2024CFPAdded redirect on reserved urls in the login flow. In case of an incorrect url (e.g. https://demo.kentaa.nl/participate/who-are-you) you will now still get to the right place.01-05-2024DigicollectAdded a parameter so you can also add a QR-iDEAL code when creating a donation box via a special creation link.   April 2024  24-04-2024Flex EditorAdded a custom component HTML/CSS block in which you can add your own code.22-04-2024DigicollectIn order to comply with Google Consent Mode V2 we added the necessary parameters22-04-2024DigicollectAdded a filter to filter news letter subscriptions on a specific period11-04-2024CFPIn order to comply with Google Consent Mode V2 we added the necessary parameters08-04-2024CFPAdded a feature to disable the option to backorder webshopitems08-04-2024CFPAdded the option to to a backorder for webshopitems01-04-2024CFPUpdated the reCaptcha on contact forms (to block more spam)   March 2024  28-03-2024CFPAdded Icelandic as a language28-03-2024CFPWe removed Belgium as a language. Sites that were using this are changed to Dutch28-03-2024CFPAdded currencies: Icelandic Krona (ISK), Polish Zloty, Hongarish Forint.21-03-2024Flex EditorAdded a new image component21-03-2024CFPThe About us section can also be changed in multiple languages19-03-2024CFPVideo on homepage can be set in multiple langual as well05-03-2024CFPYou can now set a reply address in multiple languages.05-03-2024CFPThe social media follow channels have been made multi langual   February 2024  27-02-2024CFPAdded the fonts Koulen, Bebas Neue and Fjalla One23-02-2024CFPThe number of available characters on the start fundraising/donate button has been increased from 20 to 2521-02-2024CFPChanges in the datalayer for the purchase event. The value of 'value' was changed to a number instead of a string21-02-2024CFPThe maximum target amount of a fundraiser/team/company was raised to €9.999.99915-02-2024iRaiser apiWe are now supporting creating fundraising pages through the api that have activities21-02-2024Flex EditorWe added a new component 'CTA button' in which you can add extra buttons 15-02-2024DigicollectNew template (number 5) has gone live!05-02-2024CFPPixels now have a new specific groups (marketing and analytical cookies) you can select for when they are being loaded05-02-2024CFPThe fonts ASAP en Bitter have been added5-2-2024DigicollectAdded the option to connect with a QR-code to CM. on the page of a collection box   January 2024  29-01-2024CFPChanged the cookie bar (added an extra screen before the specific cookie choice)18-01-2024CFPAdded a new cookie bar. More information08-01-2024CFPExpanded the social sharing options with Instagram08-01-2024CFPAdded the font DM Sans to the available fonts   December 2023  14-12-2023iRaiser apiYou are now able to upload avatars via the api   November 2023  29-11-2023CFPReplaced Twitter by X20-11-2023DigicollectReplaced Twitter by X8-11-2023CFPDefault template: Added more space on mobile between the menu and searc icon   October 2023  17-10-2023CFPExtra information text added to the e-ticket settings.17-10-2023CFPWhen copying a project, the business packages and registration flow options are now also copied.11-10-2023DigicollectPrefill-link for Digicollect expanded with phone number. Example   September   15-9-2023DigicollectRemoved the grey background from all mails13-9-2023CFPRemoved the grey background from all mails   August  30-8-2023CFPRemoved the question about the Chamber of Commerce number from the company sign up flow23-8-2023CFPWhen becoming a team member in sign up flow, teams are now sorted alphabetically8-8-2023CFPTexts on the left adapted at the steps: Who are you and Thank you page8-8-2023CFPNew mail added to site administrators/segment administrators/project administrators after a new company is created.1-8-2023CFPAdded new e-mail tag %activity% to use in e-mails to action starters.1-8-2023CFPTags %actionstarter_surname% made available in the emails 'donation received' and team member has received a donation'1-8-2023CFPClarification in Sign up flow window when e-mail address is already known and asked to log in. Here the focus is now more on account (instead of email address).1-8-2023DigicollectThe 'New collection box created' e-mail to site administrators is now included in the informative mails and includes an unsubscribe link to unsubscribe from this type of mails. This ensures fewer unnecessary mails, especially for large collections/collection weeks.   July  21-7-2023CFP/iRaiser FormsSearch field added to Overview of Recurring Donations14-7-2023CFPVarious languages automatically translated via translation machine. Such as Norwegian, Danish, Swedish, Ukrainian, Polish, Lithuanian and others.11-7-2023CFPEmail to team captains clarified. Via the tag %member_becoming_team_link%, a link to subscribe is shown under the team for easy sharing.   June  21-6-2023CFPSite administrators can now unblock users whose accounts have been temporarily blocked after entering the wrong password multiple times via Accounts > Users > Three dots20-6-2023CFP'Share data with initiator' checkbox clarified in combination with showing donor's name. More info20-6-2023CFPGA Datalayer expanded with more parameters. More info   May  16-5-2023CFPEmail address copying allowed in sign up flow (this allows easy use of keychains)16-5-2023CFPText rewritten in password forgotten screen5-5-2023DigicollectShare functionality adjusted so that initials are also used when sharing   April  17-4-2023CFPEdition functionality released. You can now set your own editions by level. More info5-4-2023DigicollectSpam protection on canister creation improved to reduce the number of spam canisters.   March  29-3-2023CFPIn Companies, you can now also reduce the number of reserved places.13-3-2023CFPPage to upload badges clarified.7-3-2023CFP, Digicollect, iRaiser FormsGA4 released. You can now set up your own G-ID via Integrations > Google Analytics.   February  28-2-2023CFPFont size in sign up flow of texts on the left reduced so everything fits again23-2-2023CFPQuestion about target distance performance tracker turned off in sign up flow.20-2-2023DigicollectWhatsapp share image adjusted so it always looks nice.20-2-2023CFPYou can now create your own api-key via Integrations > API users. Make sure that if you share a key you do so securely!10-2-2023iRaiser apiWebshop items added to the api. More info8-2-2023Digicollect apiPool statistics can now also be found in the api. More info8-2-2023DigicollectIf collectors do not have a profile picture set and no default picture is set then an initial is now shown8-2-2023DigicollectYou can manage collectors and change the name and email address of them now   January 2023  31-1-2023CFPIndexing of the www variant of segment pages excluded to avoid errors30-1-2023DigicollectAdded extra column to the Excel file where you can see if the bus was created via an import24-1-2023CFPAn action starter can now create a team from his/her dashboard as well24-1-2023CFPYou can set a maximum number of team members for teams per level12-1-2023CFPText at QR code clarified10-1-2023CFPCompanies added to Salesforce. More info10-1-2023CFPNews items made mobile responsive (this had already been done on other content pages)10-1-2023CFPNumber of participations added to "i" fundraisers.10-1-2023CFP, Digicollect, iRaiser FormsEnglish-language urls put live. More info4-1-2023CFPTotal distance travelled performance tracker company members added on company page2-1-2023CFP, Digicollect, iRaiser FormsBuckaroo rates adjusted following Buckaroo 5% price increase on transaction fees   December  21-12-2022CFPQuestion goal distance achievement tracker in sign up flow changed to "What is your achievement goal? (km)"20-12-2022CFP, Digicollect, iRaiser FormsGA4 added in the product. Setting this is still done via Kentaa Support8-12-2022DigicollectForgot password title changed to request password5-12-2022DigicollectIn memoriam buses are no longer indexed in Google5-12-2022CFPRabo Omnikassa updated to Rabo Smart Pay   November  29-11-2022CFPAdded level filter in donations overview that now allows you to show general donations as well21-11-2022CFPWebshop orders excel extended with segment and Sub site information21-11-2022CFPAmount retrieved now visible when scanning e-tickets21-11-2022CFPFor missing profile picture, we now show an initial (not for Donations)21-11-2022SUMO support centerVideo's and webinars and new on platform updated14-11-2022iRaiser apiWhen creating a user via the api, you can set a password send mail14-11-2022iRaiser apiAdded field for 'share data with initiator'14-11-2022iRaiser connectWebhooks added (create/update) for Companies10-11-2022CFPTrustly added as a payment method09-11-2022DigicollectIf the name of the donor is not filled in, then the Donor Name field will be left blank08-11-2022DigicollectThe collection week end date field can now only be set once per campaign   October  24-10-2022DigicollectU-scope added where the collector/donor is addressed with you20-10-2022CFP, iRaiser Forms, DigicollectGDPR: All existing opt-ins have become soft opt-ins. More info20-10-2022CFP, DigicollectGDPR: As a donor, you can choose whether your contact information can be shared with the initiator. More info20-10-2022CFP, iRaiser Forms, DigicollectGDPR: The terms and conditions are no longer a separate opt-in, but you accept them when you make a donation/creating an action. More info20-10-2022iRaiser FormsAdded possibility to change template per form, yourself20-10-2022CFPA company's chosen activity is now shown on the company page20-10-2022CFPItalian and French added as languages in admin dashboard   September  28-9-2022CFPSecond part of English-language urls put live. More info26-9-2022CFPQR share code added at site, Sub site, company, Campaign and team level20-9-2022DigicollectText on validity password link added to standard email19-09-2022DigicollectPool functionality added. More info01-09-2022CFPMandatory fields contact form are now marked with asterisks (*)   August  28-8-2022Digicollect, CFP, iRaiser FormsOrder of payment methods adjustable per site23-8-2022CFPAdditional explanation text for quick donate and donate with additional options16-8-2022CFP, iRaiser FormsAdded ability to block donors via ip address (this is done via Kentaa support)11-8-2022CFPRole of scanner added for scanning e-tickets. More info   July  29-7-2022CFPHyperlink colour setting added to the front-end design editor29-7-2022CFPDefault sorting team members adjusted to amount retrieved instead of last added12-7-2022CFPText on becoming a structural donor clarified12-7-2022CFPE-tickets Excel file extended with email address column   June  29-6-2022SalesforceExpansion of Salesforce objects Action, Donation, Campaigns, Teams. Various counters added. More info (click on Description of the Kentaa Objects)20-6-2022CFPDonating to company enabled20-6-2022iRaiser apiCompanies added to api20-6-2022CFPYou can now also manually add companies via the dashboard20-6-2022CFPAdded ability to set additional questions when creating a company (via Kentaa support)20-6-2022DigicollectInvoice made downloadable via admin dashboard   May  31-5-2022CFPFree company packages can now also be set up30-5-2022DigicollectInstead of the term collection box, you can now choose donation box (via Kentaa support)30-5-2022Digicollect apiAbility to update existing buses via the api24-5-2022iRaiser apiAbility to send the welcome e-mail when creating an action via the api10-5-2022DigicollectYou can now set the suggested donation amounts yourself10-5-2022DigicollectEnglish and German added as languages in the admin dashboard10-5-2022DigicollectEnglish and German can now also be set as additional languages for visitors2-5-2022Digicollect apiApi extended so you can now create buses via the api   April  14-4-2022CFPtag 'email address action starter' made available in Emails The countdown date of an action will soon be reached and action starter has raised more than set amount7-4-2022CFPAddition e-ticketing   March  29-3-2022CFPPoster creation only available for logged-in action starter (no longer for visitors)21-3-2022CFPNets added as new Payment provider (to use Swish)   February  25-2-2022CFPCompanies with no more Fundraisers or Donations linked to them can be removed25-2-2022iRaiser ConnectWebhooks extended with Application (iRaiser/Digicollect) and site ID14-2-2022CFP, iRaiser Forms, DigicollectFor Donate by mandate, an additional confirmation screen has been added to check the data entered8-2-2022CFPFirst section of English-language urls put live. More info7-2-2022CFPBackground image sign up flow can now be set via Settings > Design   Januari 2022  31-1-2022CFPThe consent texts when leaving a phone number have been made customisable31-1-2022CFPImprovements made in editor for use of columns and images31-1-2022DigicollectAdded specific requirements for setting a password25-1-2022DigicollectSocial sharing urls adjusted so they do not count in Analytics after sharing19-1-2022CFPText when setting favicon clarified11-1-2022SUMO support centerRenewed SUMO live!3-1-2022CFPA/B testing functionality added

This article explains the different users, administrators and permissions. We distinguish between two categories: administrators and users.
Administrators
Administrators are present at the following levels: you have site administrators, sub site administrators and campaign administrators. All manage a particular level and have their own set of rights. We leave team captains and fundraisers out of this chapter.
Site administrators
Administrators with the most rights. The name says it all: as a site administrator, you have control over the entire website. Site administrators can only be created by other site administrators or iRaiser employees. A site administrator cannot delete itself. You can create, edit and delete site administrators (at website level) via Accounts ⟶ Administrators. See the overview under the heading Rights to see what rights the site administrator has.
Sub site managers
On a website with sub sites, it can be a lot of work to oversee and manage everything properly. It is therefore possible to appoint an administrator for each sub site, who is authorised to make changes on that sub site. To add a sub site manager, you first have to manage the sub site and then navigate to Managers. Then add a sub site administrator using the Add administrator button.
Check the overview under the heading Rights to see what rights the sub site administrator has.
Campaign managers
An administrator can also be designated on a campaign. This campaign administrator can help manage this specific campaign. View the overview under the heading Rights to see what rights the campaign administrator has.
Rights
We have prepared an overview of the rights that administrators have and which fundraisers they are allowed to perform (and which they are not). Download the overview here (PDF) or click on the image below to start the download.

Users
Accounts ⟶ Users
Each fundraiser and administrator is given a user account when added. In this user account, or profile, the person's personal data is stored. The following data is retrievable/ stored:

First name *
Insert
Surname *
Email address *
Street
House number
Addition
Postcode
Residence
Country
Date of birth
Gender
Phone number
Language(not asked)

By default, first name, surname and e-mail address are mandatory. However, it is possible to make several details mandatory. This then applies to both new fundraisers and new administrators. See also the Who are you step in the login flow. The iRaiser employee can add the data mandatory or optional. Please contact them by phone or via ticket.
Change user behind fundraiser
It sometimes happens that an fundraiser no longer feels like participating, or is physically unable to participate. In this case, another user may take over his fundraiser. The site administrator can arrange this for the fundraiser by searching for the relevant fundraiser under Fundraisers ⟶ ⟶ Assign user.
Forgotten password
It happens often enough: an fundraiser or administrator has forgotten the password to log in. As a site administrator, you can help these people by sending an e-mail to reset the password via Accounts ⟶ Users ⟶ ⟶ Resend password .