Internal Description Line - Fund Statement Module
We would find it very helpful if there were an internal description line for fund statement batches. We use the external/donor facing line for the date/date range of the statement. As we create statements by fund group in order to provide development and donor services with their specific fund statements, all groups simply say 'July 1, 202X-09/30/20XX'. We have to select each individual batch in order to find historic information when needed. A 'Batch' level internal description would be most appreciated to assist us in saving time. Attached a screen shot of our fund statement area where there is no quick visual method to determine which batch contains which groups statement. The internal description could be at the end or anywhere in between. Preferably the field would be completed during the creation of the statement batch but editable even after the statements are published.
Thank you!
Tiffany Peterson
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