Bank Deposit: Include Export Memos, Fees, Member ID on Export or Make Custom
Julia Rhodes
Merged in a post:
Bank Deposits
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Martina Valeros
We would like to have the "Bank Deposits" - CSV Download file to be customizable.
Julia Rhodes
Merged in a post:
Bank Deposit Download CSV Details
Awkt336-67
The Memo field is an important filed to have in the Bank Deposit CSV download and it is missing in the new Tithe.ly 2.0 feature. Many of our donors use it to add notes which I need as record.
It is not easy to add it as it bring me back to the Report editing essentially creating a new report for every transaction. This is cumbersome. The Memo field was already there in the Tithe.ly 1.0 but it is removed in 2.0. Please add this back or make it so that adding that field in the Bank Deposit report simpler.
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Leonardo Sanchez-Estrada
Same, we rely on the memo and user ID to direct transactions to the appropriate fund. I can't use any of the new reports and must use the bank deposit export from v1.0 to get what I need. Please add the ability to select these columns in the new version.
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Jonathan Hayes
Please make the bank deposit reports automatically set the date ranges! I can't download my CSV until I set a date range and then select the columns. Then it doesn't remember my selections so I have to do it over and over again. Banging my head is starting to hurt :)
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Erik Van Treuren
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Martin Bonner
Why is it so impossible to have the memo line added to the CVS Report for Bank Deposits? It seems an obvious thing to have on the report and many are asking for it. As it has been for a while, I have to manually add memos for our deposit reports.
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Lisa Russell
A Memo column is needed for the Bank Deposit download file. Is this something that is anticipated to be added to the download file option soon?
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Ian Andersen
Julia Rhodes
Merged in a post:
CSV Download of Bank Deposit
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Morris Sample
Please include the member number in the download file for a bank deposit for each contributor. This is the only way for me to make sure I know which contributor has made the contribution.
Julia Rhodes
Merged in a post:
Giving 1.0 Bank Deposits CVS
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Joanna Cho
It never happened before, but when I download CVS for bank deposits from Giving 1.0, some of the funds show "category" instead of their correct fund name. Please fix this problem as soon as possible. It makes work very difficult. I am still using 1.0 because 2.0 is useless(it doesn't show memo or member ID#). Please make at least one of the two versions work.
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