Export transactions
Most fiscal hosts keep their books outside the platform, in an accounting tool or a spreadsheet, so the CSV export is how their ledger leaves Open Collective. When I wrote the brief for this redesign in January 2024 the stressful part was choosing the fields, a long list with names that were easy to confuse, like amount and net amount or is refund and is refunded, nothing that explained them, and no way to keep a selection once you had made the effort.
- Client
- Open Collective
- Year
- 2024
- Verticals
- Product Design
Export transactions
Available Fields (37)
Account
- The account's handle on Open Collective, as in its URL.
- The handle of the account on the other side.
- The account's display name.
- The display name of the account on the other side.
- Collective, host, individual, organization or vendor.
- The type of the account on the other side.
- Only for people, and only shown to admins of the host.
- The email of the person on the other side, when it is a person.
Selected fields for export (26 out of 37)
Fields will be exported in the column order they’re displayed below. Drag and drop them to reorder them.
- Date
- Date and time
- Description
- Transaction ID
- Group ID
- Type
- Kind
- Is Refund
- Refund ID
- Display Amount
- Amount
- Payment Processor Fee
- Net Amount
- Balance
- Currency
- Account Handle
- Account Name
- Opposite Account Handle
- Opposite Account Name
- Payment Method Service
- Payment Method Type
- Expense Type
- Expense Tags
- Payout Method Type
- Merchant ID
- Contribution Memo