The way you guys have set up your payments, deposits, transaction codes, etc, is absolutely wild. Please consult with a bookkeeper or accountant before your next update. You provide so much information in the reports, but almost all of them are completely useless. Please have all the payments from a specifc day deposit on the same day, even if there needs to be separate deposits for credit cards vs ACH payments. Please allow the payments to be assigned a transaction code automatically. Please provide reports that have DSPMS fees and transaction codes in the same report. Please prioritize this part of your software, because it's about 10 years in the past as it stands right now.
Yes, Yes, Yes!!! We just switched to SP and this is the biggest setback for us. We have been tracking date for 15 years by program. There is no possible way we can just lump everything in one income bucket now. And if we want to, we have to post tuition individually by class (150x per month). A few solutions I wished we had:
1. A financial transaction report by Class Group.
2. In the Registration Box in each class there is a tool icon to update Transaction Code. If this could be next to Tuition, it would be GAME CHANGING!
I would be willing to meet with whoever to help get this implemented.
This has to be fixed, we are having to double touch everyone's accounts to make sure all payments are assigned correctly.
I am looking at using DSP and this concerns me. I want it to be easy.. It should easily integrate with quickbooks.
It's crazy - there are much easier ways to do accounts!
I completely agree this is the most vital part of the software, yet apparently has the lease amount of attention paid to it. It's extremely frustrating and time consuming.
Lindsey Curry, So sorry! If you have any questions, let me know- I'll help in whatever way I can :)
Oh my word! I just signed up for this and now I'm terrified. We manage our business through Quickbooks and once I show my husband this, he's going to implode.
I agree whole heartedly with Kara. I try to use excel to get the detail I need to manage the business. I takes a lot of time and it never ties out exactly.
This would be a huge time saver for me.
Agree!!!
Agree. This is a huge concern of mine and makes my month end reconcilliation impossilble! I need to also see the total Merchant fees as well. For a Database system, this is an expectation. Please make these changes asap.