Hello! Having BBMS Transaction ID be available in BBMS disbursement reports as well as recorded in individual donor records would be a great help for reconciliation work of locating specific transactions.
The transaction ID is a very long field that will take a lot of room and will be hard to translate.
The suggestion is to use the Transaction List functionality and add a filter by Disbursement Date. This will give you the flexibility to add all the columns you need in the order you want, plus it can be exported to Excel without the multiple headers making it easer to manipulate. Additionally you can do quick finds and scroll thru the transactions inside the List you create.
Hello! Having BBMS Transaction ID be available in BBMS disbursement reports as well as recorded in individual donor records would be a great help for reconciliation work of locating specific transactions.
If RE supports extremely long notes on the Gift Reference field, I don't understand why a transaction ID is not supported.
The transaction ID is a very long field that will take a lot of room and will be hard to translate.
The suggestion is to use the Transaction List functionality and add a filter by Disbursement Date. This will give you the flexibility to add all the columns you need in the order you want, plus it can be exported to Excel without the multiple headers making it easer to manipulate. Additionally you can do quick finds and scroll thru the transactions inside the List you create.