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The word CATEGORY is always greyed out on tax receipts
The word CATEGORY is always greyed out - even when something is put in that line of the receipt. it would look more professional if it wasn't greyed out and matched the rest on the text.0 No Status
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If a deposit is posted I can't reprint a receipt
If a deposit is posted I can't reprint a receipt. So I have to make a manual receipt for any requests that come in for a duplicate - usually in December and January. -
Use the description line on the cash receipt to print as the "Purpose"
use the as the "Purpose" on the tax receipt. Now I have to enter the description in the Description line and then the same thing in the "Print on Receipt" box because the "Print on Receipt" box is what prints as the purpose on the tax receipts. I ... -
Make the printable donation receipts IRS compliant
The IRS requires certain language to be on every donor tax receipt. Here is the IRS regulation: https://www.irs.gov/charities-non-profits/charitable-organizations/charitable-contributions-written-acknowledgments In the database there was a place y... -
Be able to change a cleared check to uncleared after closing period
We use Avidxchange and their method to show checks cleared is to clear the check. However, if it becomes voided down the road we can't change it. Also, if you accidentally picked a wrong check number the same would apply0 No Status
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Originator Short Name Editable in Canadian Databases
Canadian users who bank with TD, or any other Canadian bank requiring 1464 byte EFT file upload, are not able to edit their originator short name. This is automatically populated using the first 15 characters of our database (legal) name, however,...0 No Status
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Deposit process efficiency improvement
The process should be seamless from keying deposit to printing report. When you "Save and add new" it should automatically print the report or at least ask if you want to print and close. Right now - you save and have to manually go back through m...0 No Status
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Excel add-in for Receivable and Cash receipt entries
We use the journal entry batch creator excel add-in and find this a big time saver versus the importing method. It would be great to have an excel-in for AR and treasury transactions.0 No Status
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Bank Reconciliation Undo
Currently, a bank reconciliation will become locked after being finalized and completed by a user. However, if there are transactions within the period being reconciled that are later cleared or voided, it creates issues on the reconciliation repo...0 No Status
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Ability to see which user reconciled bank account
I believe it would be very useful to have an area in the Treasury module where a person can see which user finalized a bank account reconciliation and the date the process occurred. There is an existing reconciliation history area, however that on...