Ideas Portal
In order to see which transactions were part of a DSP electronic bank deposit you have to click them ONE BY ONE. If multiple deposits are selected and downloaded, they are not grouped to know which transactions were part of each deposit. We have to spend HOURS doing this for our bookeeper. Literally the problem can be solved by including the ID in the report so they can be sorted by ID and easily grouped together.
I have to manually create a spreadsheet each month that groups the transactions that make up each deposit after opening each one and copying and pasting (see attached). WHY?! If the ID was included I could sort by ID and instantly know.
Instead of adding report after report to do little jobs, just fix the current reports you have-- it's such a simple fix WHY DO I HAVE TO TYPE THIS..
What specific challenge or problem does this idea solve? |
ADD in the deposit ID in the download so multiple dates/transactions can be downloaded and sorted according to the bank deposit |
How should this work? |
Literally the problem can be solved by including the ID in the report so they can be sorted by ID and easily grouped together. |
Who will benefit (Admins, Staff, Students)? |
admins- your paying clients |
How will this change impact your daily tasks or overall experience? |
