Failed Transactions | Voters

Failed Transactions

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Pat Miller

Currently, failed transactions remain in the total deposits. Requesting that failed transactions be removed from the totals. Otherwise, reconciling becomes too challenging. Categories of transactions could be created to allow for sorting, as well.

March 15, 2023

Julia Rhodes

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Julia Rhodes

Hi Pat! We recently made an update to Bank Deposits. Go ahead and head to Bank Deposits to check this out! This will fix your issue here!

Pat Miller

the Summary Totals on a Summary Report do not match the Total of the Fund name Totals. The difference is the Failed transactions. This is also the issue for Summary Fees Totals vs Fund Name Fee totals. Also the Gross Amount minus Fees minus Refunds minus Failed/Returned does not foot to Net Amount

Kasey Cullom

Hey Pat!
Thanks for jumping in and posting a feature update request. :)
A quick question for you in this one. Would you be able to provide a little more detail around your thoughts on what kind of categories of transactions you're thinking of, and what you think that may look like? This will just help us zero in a bit more on your request here. :)