Report with transaction details
Provide a report drilling down the details of each transaction for reconciliation. There should be a column with the category each transaction was coded too. Right now, you have to many steps to access information that could be provided in report.
Kay
shared this idea
This is being launched as part of a larger deposit reconciliation report that is scheduled to launch in October.
Thank you
Clover Communications
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Ray
commented
The transaction detail screen is difficult to use when reconciling payments especially those generated from recurring payments. The ability to display the customer id (sortable) would greatly help with the reconciliation process to verify payments in our management system. Also the Customer Name should be sortable. We don't do tips, perhaps our customer id could be used instead.
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Kay
commented
Any movement on this report?