Please add Fund ID to Disbursement Report for reconciliation purposes.

Currently, the Disbursement Report does not include Fund ID. As such, we do not know what general ledger account to record the donation to. We have to go back and research the gifts individually; however, we have hundreds of transactions monthly.

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  • May 14 2025
  • Reviewed: Voting Open
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  • Elizabeth Mathews-Kerns commented
    13 Jan 20:07

    I agree with this. This is an essential feature that needs to be implemented.

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  • Elizabeth Mathews-Kerns commented
    13 Jan 18:17

    I agree with this. Researching each gift by hand to assign them a fund on the disbursement report costs us many staff hours per week that could be saved if the disbursement report printed Fund ID.

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