Give Host admin a way to see platform tips breakdown

alanna commented 1 year ago

Who is your user?

Admin of a Fiscal Host or Independent Collective

What are they trying to achieve?

See comment thread: https://opencollective.com/vatpac/expenses/89102

They are looking for a way to see the breakdown of platform tips by transaction. This info does not appear in the transactions CSV download, nor the contributor data export, nor the settlement expense.

How are they currently doing this?

Possibly looking through emailed monthly Host reports or scouring through individual transactions.

How well understood is this problem?

[ ] Surfacing: if you feel this is a seed of an idea that needs to be researched.
[ ] Understanding: if you've done some research and feel it is already well understood and ready for shaping.
[x] Shaping: if you feel a solution is clearly defined and can be made into a pitch (read more about shaping)
[ ] Pitching: if you feel that it is ready to be presented for prioritisation (read more about pitching)

znarf commented 1 year ago

The design team worked on an updated transaction details and a transaction details page. This was containing such information if I remember.

shannondwray commented 1 year ago

Another ask for this feature

"OpenCollective processes their platform tip (% selected by donor) and platform revenue share (15% of host fee) as a single application fee in Stripe.

To get a full understanding of a payment, I have to do vlookups in Sheets between my Stripe Exports and my OC Exports.

For example, one of my users contributed $150 to Papertree BedStuy. I'd need to look in Stripe to see that they were actually charged $172.50 by Papertree, of which $24.75 are OC Application Fees and $5.30 are Stripe fees. Using OC reporting alone, that $24.75 isn't surfaced at the transaction level reporting.

Hopefully this would be a relevant feature for other collectives but is especially helpful for Papertree as ALL fees (stripe + application fees) are waived for our first $20K in payments until June 2023.

This effectively means that even though donors are providing a platform tip to Open Collective and/or when we're being charged a revenue share fee that $$$ still ends up in our account (a win-win situation I suppose).

Since OpenCollective is the source of these fees and transactions, it would be helpful to view all this information in one place for the next year.

I'm ultimately asking for columns N, P, and Q from the attached doc to be available by default.

Additional Link: docs.google.com/spreadsheets/d/1yPujK_d5vZ9yuYSjw3LG9p4YRTcnOZ9LRCuKZGmhDW4/edit?usp=sharing"

https://opencollective.freshdesk.com/a/tickets/126895

opencollective / opencollective