Allow us to delete or ignore a credit card transaction feed record if rejected.
We import all of our transactions from credit cards through the direct feed feature. Often the feature does not import perfectly and duplicates occur. Sometimes our users overlook the duplicate and reenter information. After these records are created we can no longer delete or "ignore" the feed record. Allow us to "ignore" if the request after it has been rejected so it doesn't remain on the "rejected" list forever. It fills up over time and our users can no longer see if they have to pay attention to a record and correct the information to resubmit. Or at least allow us to delete it.
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La'amea Lunn
- Apr 1 2020
- Needs review
Related ideas
I would also like to add my support for this fix. We had some duplicate card transactions that were coded/approved by our staff, but we later discovered they were duplicates. We rejected them, but now we have no way of removing them from the card feed entirely. We would like the ability to clean this up in the future if at all possible. Thank you!
I also like Alex's suggestion below. Some function at the ADMIN level once a duplicate transaction is confirmed to move it away from the credit card account holder's visibility to avoid confusion and submitting it for approval. As it stands now the duplicate transaction has to be submitted for approval. The approver must reject it. Then it can be filtered out with a rejection status at the credit card account holder level. However, there are other times when a rejected credit card transaction may need a correction/adjustment and resubmitted. For example, maybe the wrong documentation was uploaded by mistake. I would not want that rejected transaction to be filtered out for the credit card account holder.
I like Alex's suggestion below. We should be able to click ignore to really not have to keep see a transaction that does not need to be actioned on.
This is an ongoing issue - it seems like it should be an easy fix, and resolving it by putting it all the way through approvals and crediting it out with a credit memo is an appalling amount of work for something that should be built in.
Blackbaud, this seems like it would be an easy fix. Can you please let Admin use the "Ignore" button even if a credit card charge has been touched by the end user?
yes....especially since the credit card feed has an issue where it is importing duplicate charges. This would be helpful