Deposit Date
When depositing checks in CSuite, it would be useful if the donation date/payment date was listed instead of the processed on date. We are rarely processing a check on the day it was received and might process some checks we received one day and some on other days, so the processed on dates do not line up with when we received and actually deposited the checks to the bank. This would be much easier to see all the donations/payments with the same donation/payment date when selecting to deposit in CSuite, instead of the processed on date.
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Christine Cunningham commented
I feel it would be better to have it show up at the top next to the till number and just as bold as the processing date or instead of the processing date.
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Pam Evans commented
When you print a deposit slip, a useful document tieing to a bank deposit amount, the date that prints on the slip is the date processed - again, not a very useful bit of information. The deposit slip should show the actual deposit date.
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Julie Cole Mecum commented
Also, I'd suggest a similar "processed time stamp" column for the Payments List. The date entered is much less useful for us than the time stamp column especially when we are forced to delete/re-enter the donation and payment entries due to a wrong fund on the payment.
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Julie Cole Mecum commented
Yes, as long as we can sort by donation date (or it defaults to sort by donation date)
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Maikella Clark commented
This would be a huge help. I think adding the donation date column would work well.
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Misty Gehle commented
One more questions - if adding a column is simple - could you add a column that also shows revenue account?
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Misty Gehle commented
Yes - that would help.
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Jessica Renfro commented
Yes, I think just adding a column would give us the information that we need - as long as it includes donation date for donations and payment date for non-donations such as invoices, and ticket sales. And if we're able to sort by this column as well. Thanks, Bryan!
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Stacy Robinson commented
Is there any way to also add this column to the reconciling page?
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Anonymous commented
Would we be able to sort by the donation date?