When a donor makes an ACH transaction, Luminate Online will process the transaction and record it. However, should the transaction be declined or returned by the donor's bank, Luminate Online will remove the transaction from the donor's Constituent360 profile.

If you suspect his is happening, we recommend periodically running a Transaction Details Report and including the Transaction Purpose and Error Code column. To target only these transactions, you can set the following filters:
  • Valued Transaction > Error Code > Contains ACH Return (this is the error code that shows when a transaction is removed from the Constituent360 profile)
  • Valued Transaction > Transaction Date > Is > In Predefined Range > Current Month (or whatever time-frame you would like)
  • Payment Method > Tender Type Name > Is > ACH