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payment Group Reporting
- Receipts vs Receivables - Financial management is now much more flexible with explicit support for receivables (e.g. invoices or donor pledges) separate from receipts (e.g. credit card payments or offline cash /cheque payments).
- Future dated receivables - you can now account for monies received in advance by assigning receipts to receivables in the future. You can also view these future dated receivables in all reports to help you in your planning.
- Registration History - when registrations are amended you can now access the previous versions of those registrations.
- Flexible Receipt Reassignment - In addition to a view of the registration history it is possible to reassign receipts taken on previous versions of the registration to the new registration - allowing partial refunds or payments on just the difference.
- Fine grained Permissions - new permissions on payment groups mean you can control who can issue refunds or writeoffs, along with accessing a full audit log of who has made such changes.
- Raw Data Reports - download transactional information about payment groups directly into Excel.
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If you can't find answers here or in the forums, you can always email support and we'll get back to you as soon as possible. |
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