 Chandell
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| Joined: 22 Jul 2009 |
| Total Posts: 14 |
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Search by Check #, Run Report by Check #
Posted: 30 Jul 2009 12:25 PM |
These two would be very useful.
Because of the extra donation sorting and tracking needs of my center, we use the check # field to denote different things sometimes, such as differentiating our Credit Card EFTs from our Bank Draft EFTs. It seems impossible to get a report that proves that I've entered the Credit Card EFTs with a nice neat total, because the CC EFTs are drawn on the same date as the Bank Draft EFTs. So I used the check # field to denote "CC" to create a subset of data, but it doesnt seem that I can filter those out within the system.
I'm going to try now to get a makeshift report using Excel to cut out the Bank Draft ones from that day.
Maybe there should be two different EFT payment types, also: EFT and EFT CC.
But a search perameter on the donation reports that deals with the Check #, as well as being able to search for check # from the Donor files page would be awesome! |
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Re: Search by Check #, Run Report by Check #
Posted: 30 Jul 2009 04:57 PM |
Chandell-
Please be more specific as to what you mean by "as well as being able to search for check# from the Donor files page would be awesome."
Please follow the steps below to search donations by check number:
1. Run "Donations" Report
2. You can specify your payment type to "EFT"
3. Select "Run Report"
4. Click on the "CheckNo" column title to sort descending (arrow pointing down) or
ascending (arrow pointing up).
I look forward to hearing from you. If you have any other questions don't hesitate in contacting us.
Blessings,
Ashleigh |
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