Return Filter by Deposit
M
Micheal Troester
Please add back the ability to filter by Deposit, not just creation date. You could either add it to "Status" and have the feature added there, or as you had it before that filtering by date and the ability to filter by deposit or creation date. I use the filter by deposit date every week and having back would be a great time saver and blessing! Thank You!
Julia Rhodes
Merged in a post:
Print Deposit Reports
W
Wynola Wilburn
Would love to print filtered deposits and when i select a deposit, to be able to print that also. The summary does not give the detail that these two views give.
Julia Rhodes
Merged in a post:
Please include the donors name on the printed deposit report.
Z
Zane Miles
Julia Rhodes
Merged in a post:
Bank Deposit Detail
C
CYNTHIA GUTHMILLER
I need a bank report that lists each bank deposit and the details of each donation that is included in the deposit. The only way I can get this information is by clicking separately on each deposit. Cumbersome and time costly.
Julia Rhodes
Merged in a post:
Filters in Bank Deposits Summary, "Available on" vs "Created at"
S
Stephen Miller
The filter for the Bank Deposits report and summary is prompting for "Funds Available on or After" and "Funds Available on or Before". However, the report query is using the "Created at" field rather than the "Available on" field (please compare to the attached csv).
Please change either the prompt or the query so that they are consistent. In order to see funds Actually Available On Nov-1, I had to prompt Oct-31. We would prefer to query the "Available on" field.
Julia Rhodes
Merged in a post:
Download of deposit report
K
Kelly Baud
This was possible just last month. This is needed since there is often a difference between activity for a defined giving period and the actual deposits for that same giving period. Having the ability to download this info provides support for this difference.
Julia Rhodes
Merged in a post:
Transactions Screen
P
Pam Brimer
To include a Filter for "Bank Deposit Date" . This would save a lot of time instead of going to the Bank Deposit tab and having to open each deposit date to see who tithed and downloading each, creating a sheet that has all the information on it to balance with my bank statements.
Julia Rhodes
Merged in a post:
Deposit Date
R
Ryan Jacobson
First, please add Deposit date as a field on Running Transaction in Admin Batch Giving. Next, add the ability to filter the reporting by deposit date rather than transaction date.
Julia Rhodes
Merged in a post:
Sort transactions by deposit date
M
Michele Diggins
We need to keep track of funds for special projects, and filtering by deposit date would be so helpful. Right now we are spending too much time downloading and working in Excel when it would be so easy to just sort in the transaction report. Thanks for considering our request!
Terese Tye
Kelly Baud - hi there - you left this feature request on the Church Apps board - did you intend for it to be in Tithely Giving or in Breeze Giving?
K
Kelly Baud
Terese Tye Tithely giving.
P
PATRICIA MONTGOMERY
I was doing that late in the year, but now I can't even see that info. Having a problem with reporting by deposit. Says NO Transactions Found. ???
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