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Feature Updates › Feature Updates 6/12/2020

Feature Updates 6/12/2020

Feature Updates 6/12/2020

MinistryPlatform > Automatic Refund and Bank Rejection Recording

We are pleased to report an update is now live that adds support for donation refund recording into MinistryPlatform! Additionally, we've enhanced our refund/bank-rejection merchant gateway detection to shorten the detection period from 10-15 days to a little as 24 hours. The end goal is faster detection and automatic recording of refunds and bank rejections into MinistryPlatform!
 
Important - MinistryPlatform Donation Recording Feature Notes
 
Important Notes:
  • With the integration, we strongly recommend performing the refunds directly from the Online Giving control panel vs "marking them as refunded". Refund support from the control panel was added in 2019. It both refunds at the gateway level, updates the transaction in Online Giving, notifies the donor, and not also records the MP Donation Refund records into MinistryPlatform. Using this feature you can skip the gateway step.
  • Did you know? Online Giving will check the transaction settlement status of ACH transactions starting on day 10 until day 15 for any ACH rejection and/or failer. In the event a failed ACH transaction is found, the software will update the transaction record in Online Giving, notify the donor of the decline and now record the MP Donation Refund records into MinistryPlatform. 
 
How Does the Feature Work?

 

  • In the event a refund is performed from the Online Giving control panel the software will now record the refund into MinistryPlatform by performing the following tasks:
    • Verifies the MP donation record and it's associated distribution records still exist in MinistryPlatform.
    • Downloads the MP Donation and MP Donation Distribution Records
    • Inserts a new MP Donation with the following parameters:
      • Copies data from MP source donation record with the exception of the MP Donation ID and Processed field.
      • Sets the Donation Amount to the negative amount value.
      • Sets the Donation Date to the Date of the Refund (Best Case for Refund Recording)
      • Sets the Gateway Response to the current gateway response in Online Giving which includes the Refund Gateway Response Message and Gateway Refund TXN ID. 
      • Sets the Notes to include gateway response message in addition to the existing notes copied over.
      • Note: The processed field does not apply in this case since it's a record insert and not a MP control panel copy. The Processed field will always be Undefined.
    • Inserts new MP Donation Distribution Records with the following parameters:
      • For each distribution, copies the distribution with the exception of the MP Donation Distribution ID
      • Sets the Amount to the negative distribution value.


  • In the event a refund is marked as refunded from the Online Giving control panel (different from the refund) the software will now record the refund into MinistryPlatform by performing the following tasks:
    • Verifies the MP donation record and it's associated distribution records still exist in MinistryPlatform.
    • Downloads the MP Donation and MP Donation Distribution Records
    • Inserts a new MP Donation with the following parameters:
      • Copies data from MP source donation record with the exception of the MP Donation ID and Processed field.
      • Sets the Donation Amount to the negative amount value.
      • Sets the Donation Date to the Date of the Donation as Refund Date is Not Present in Online Giving since refund was not performed in Online Giving control panel.
        For this reason, we recommend to please avoid performing the refund int he merchant gateway instead of using the Online Giving control panel refund feature instead. It will both issue a refund in the gateway and then take care of the MP integration aspects.
      • Sets the Gateway Response to the current gateway response in Online Giving which includes the Refund Gateway Response Message and Gateway Refund TXN ID. 
      • Sets the Notes to include gateway response message in addition to the existing notes copied over.
      • Note: The processed field does not apply in this case since it's a record insert and not an MP control panel copy. The Processed field will always be Undefined.
    • Inserts new MP Donation Distribution Records with the following parameters:
      • For each distribution, copies the distribution with the exception of the MP Donation Distribution ID
      • Sets the Amount to the negative distribution value.


    • In the event an ACH Rejection/Failer is detected from Online Giving's automated ACH detection feature the software will now record the ACH Rejection/Failer into MinistryPlatform by performing the following tasks:
      • Verifies the MP donation record and it's associated distribution records still exist in MinistryPlatform.
      • Downloads the MP Donation and MP Donation Distribution Records
      • Inserts a new MP Donation with the following parameters:
        • Copies data from MP source donation record with the exception of the MP Donation ID and Processed field.
        • Sets the Donation Amount to the negative amount value.
        • Sets the Donation Date to the Date of the ACH Rejection/Failer (Best Case for Failed ACH Recording)
        • Sets the Gateway Response to the current gateway response in Online Giving which includes the Refund Gateway Response Message and Gateway Refund TXN ID. 
        • Sets the Notes to include gateway response message in addition to the existing notes copied over.
        • Note: The processed field does not apply in this case since it's a record insert and not a MP control panel copy. The Processed field will always be Undefined.
      • Inserts new MP Donation Distribution Records with the following parameters:
        • For each distribution, copies the distribution with the exception of the MP Donation Distribution ID
        • Sets the Amount to the negative distribution value.

    •  
    • In the event a refund is marked as ACH rejected from the Online Giving control panel (different from the automated ACH rejection detection above) the software will now record the refund into MinistryPlatform by performing the following tasks:
      • Verifies the MP donation record and it's associated distribution records still exist in MinistryPlatform.
      • Downloads the MP Donation and MP Donation Distribution Records
      • Inserts a new MP Donation with the following parameters:
        • Copies data from MP source donation record with the exception of the MP Donation ID and Processed field.
        • Sets the Donation Amount to the negative amount value.
        • Sets the Donation Date to the Date of the Donation as ACH Rejection Date is Not Present in Online Giving.
          For this reason, we recommend taking advantage of Online Giving's automated ACH rejection detection which detects failed ACH at day 10-15 (max window for failer).
        • Sets the Gateway Response to the current gateway response in Online Giving which includes the Refund Gateway Response Message and Gateway Refund TXN ID. 
        • Sets the Notes to include gateway response message in addition to the existing notes copied over.
        • Note: The processed field does not apply in this case since it's a record insert and not an MP control panel copy. The Processed field will always be Undefined.
      • Inserts new MP Donation Distribution Records with the following parameters:
        • For each distribution, copies the distribution with the exception of the MP Donation Distribution ID
        • Sets the Amount to the negative distribution value.
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