Allow user to choose additional fields to print on Batch Commit Control Report
Allow user to include desired fields on Batch Commit Contorl Report. Possible optional fields: appeal, GL post date, pay method, campaign. While data in fields can be found by exporting batch grid or by query, it would be easier if it were part of control report.
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Guest
- Jan 1 2013
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Add Appeal description to the Batch Commit Control Report
Merged It is most useful for Book Keepers/ Accounts Officers - rather than constantly asking what Appeal the batch donations are for and running queries to find the Appeal - if the Appeal is displayed next to the Fund Description it is easily recognisable0
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Make Batch Control Reports Editable
Merged We have reference information like cost center/account numbers that we would like to put on these in addition to other references or notations on a particular fund or constituent, etc. It would be awesome to make these reports customizable and edi...1
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How to Edit a Batch Commit Control Report
Merged From my understanding, the Batch Commit Control Report is set up the way it is and there is no way to edit the output. I would like to be able to customize the columns. For example, remove constituent ID column and add a appeal column.1
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Change the Batch Commit Control Report
Merged I want the report to show the Fund ID not the description. Only way (that I've been told) to currently changet that is in User Options, which changes it in all places. I don't want to see the Fund ID on donor giving records, just on this report.1
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Add optional fields for batch reports
Merged Batch reports should allow user-defined additional fields to appear on the report. We MUST have Payment Method (Check, Cash, Credit Card, etc.) and Card Type (Disc, MC, Visa, AmEx) in order for finance to balance to our reports, and currently we h...1
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batch
Merged Add Pay Method to Batch Commit Control Report. Our auditors ask for this report every year and then we have to provide the additional information of the method of payment. Another reason is to cut down confusion for staff who don't see these every...2
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time stamp batch control report
Merged Add a time stamp to a Batch Control Report. Allow users to see the exact date and time the Batch was committed.0
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Add Gift Sub Type of the Batch Commit Control Report
Merged Gift Sub Type helps me to categorize transactions when I prepare detailed reports. However, once a gift is posted, I am unable to edit it without adjusting the gift.0
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batch control report information
Merged When a gift batch is committed, the control report does not identify the campaign name with the gifts. This is important when gifts are entered which may or may not be applicable to a specific campaign. this is escpecially true if the accounting d...0
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Adding Appeal to the Batch Commit Control Report
Merged Once the batch is committed and the report is generated, it will be easily identifiable what the Appeal is for each donation and will help the Accounts Officer/ Book Keeper in extracting the data from RE to then be imported and recorded into their...
Related ideas
It would be very helpful to allow for editing of this report. My organization is using an Excel version of what we need, which is doubled the work when RE has this feature and is only missing a few customizations to suit our purpose.
We wish to add the Gift Subtype and the reference field. Would also be nice if this could be reprinted...or printed on demand instead of just when the batch is committed. Thanks.
Yes, we wanted to have the Campaign code visible on the report.
Additionally, allow fields to be eliminated from the commit report, specifically membership benefits. There is no need for us to see them, and it takes up unneccesary space on the report and clutters the real data.
I totally agree, I would love to have the option to add or omit what I would like to have listed on the report.
I would like to see the optional fields especially appeal as I give my Batch Control Report to other Departments that need this information.
I would love to be able to see Campaign on my batch reports
This would be an amazing feature to have. I want to see campaign, fund, appeal, and packages show on this report.
Yes. I'd love to see the Batch Description field as an optional field, so that I can quickly know when thumbing through my gift backup which batches are lockbox, which are NetCommunity donations, etc.
Yes, definitely the G/L Post Date, please!