Memo/Note Column in Bank Deposits
complete
Adam Barry
complete
Our new Bank Deposits page now has the ability to drill into the transactions so you can pick and choose which columns of information you're looking for.
You can find the new Bank Deposits section under Giving>Reports>Bank Deposits. When on an individual bank deposit, click "View All Transactions" button and use the grid icon in the top right to select which columns of information you'd like to see.
M
Matt Morrison
in progress
We expect this to be available in our new Transaction report in the next 1-2 weeks!
Adam Barry
Merged in a post:
PLEASE Add Memo to Deposit Reports!
S
Sandy Schmid
I believe that i requested this quite some time ago, but it hasn't been added yet. We have a lot of new givers recently, & many more people just putting everything under Tithe, & then putting a memo that they want a certain amount of that to go to Missions, or some other fund, rather than giving individual gifts to those funds. Or maybe they're giving to Benevolence & want it to go to a specific purpose. Normally, unless it's a category that requires a memo, I don't go back & look at the individual giving to see if there's a memo. However, I'm having to do that now, since we have so many doing things like this. I'm trying to contact them whenever this occurs, if I catch it, to ask them to split them between the funds in the future, but I'm really afraid I'm going to miss something. It would be so much quicker & easier to have the memo show up on the deposit report, & it seems to me that it wouldn't be difficult to add that. I haven't done computer programming in recent years, but as I recall from doing programming many years ago, it should be a pretty simple thing to add a new field to the reports. Thank you for your help with this!
J
Jackie Jones
I agree with this! Always have to go back to a different page just to see if anyone has done so. Better yet, change the "+" button to something more noticable so they will chose the correct fund when submitting and not put all under tithes.
Adam Barry
Merged in a post:
Add Notes Field to Deposit Transaction Details
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Regina Gardner
It would be helpful to have the Notes Field included in the Deposit Transactions Details. We use the notes to specify where to apply certain contributions that are temporary so that we don't have to create so many different funds.
Adam Barry
planned
Adam Barry
Thanks for the request Brian Augustine. I'm sure this is something we can add in a future update.