Change Payments report Export file to include what the payment is for
Make a quick fix to this Excel download report:
The displayed report at Finances - Payments & refunds - displays what the payment is for but the export file does not contain the field containing what the payment is for. It only shows the word "Payment" which is unneeded. PLEASE CORRECT THIS ASAP!
See attached:
Rodney Hendrix
shared this idea
We have updated contents of financial exports in 5.12. release (https://help.wildapricot.com/display/DOC/Release+5.12#Release5.12-Exportingfinancialdetails):
– Added more contact details
– Invoice origin details, e.g. Event name & Registration type for events and Level name for membership invoices
– Payment date to invoices
Some other minor changes.
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Doug Miles
commented
This is such an annoying omission for reconciling CC payments with WA and it should be easy to fix.
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National Employee
commented
I would like to have the ability to export the contacts/members full details also. I use the financials export report to send out membership packets after renewal. As of right now I have to look up each transactions address after I download all the financials.
