Add Memo Column to Batch View
closed
M
Mark Greening
When loading transactions to a Batch it would be very helpful to have the Memo column added to the Transactions tab along with the Name, Date, Account, Total & Method columns. We reconcile Elvanto agains Xero, our accounting package, every month to ensure all Donations have been correctly loaded to Elvanto, and we use the data in the Memo column to facilitate this matching. So being able to see the Memo column after loading a new Batch would enable a quick visual check for errors or omissions, as these are the usual causes of problems with the reconciliation.
Sabrina Sherman
closed
C
Claudia Bilotti
We at St Francis Episcopal Church in Stamford, CT also have this need. Is there any timeline for this getting implemented? claudia_bilotti@hotmail.com