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Batch Entry for Transactions
I love etap but the data entry is clunky and slow. I'd love to have a linear, batch entry screen with a simple F4 lookup for account names that can be reconciled with deposits before posting to the journal. You'd just tab across entering the gifts...
Created 12 Mar 18:09 by Guest
Data Entry
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1
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Company Donation
No description provided
Created 10 Mar 23:18 by Guest
Data Entry
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1
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Allow soft credits from trusts to be applied individual to pledge schedules
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Created 09 Mar 18:32 by Guest
Data Entry
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1
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Import from Excel into eTapestry
We are a public school foundation. Each month approximately 300 teachers donate to the foundation through payroll deduction. The district gives us one check a month with the total dollar amount. They provide the teachers name, gift amount... in an...
Created 08 Mar 17:39 by Guest
Data Entry
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1
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Ability to change recognition settings in DIY Forms
Donors should be able to select how they want to be recognized in a DIY Form and that recognition setting should be automatically updated in their account. This would save development staff time.
Created 04 Mar 15:11 by Guest
Data Entry
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1
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Add CVV to the journal gift entry screen
The DIY gift widget has the CVV on it. Please add it to the journal entry screen as it is required by some processors for PCI Compliance and can lower the % rate we are charged by other non-BBMS processors.
Created 03 Mar 15:31 by Julie Court
Data Entry
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1
Vote
Ability to edit amount of supporters on a JG campaign page
For campaigns with more offline donations it would nice to able to manually add offline supporters totals to the page the same way we can add $$ to amount raised total.
Created 02 Mar 20:51 by Kelsey Parker
Data Entry
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2
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Gift Aid declaration DIY form
It would be great if we could capture Gift Aid declarations via a DIY form for donations made offline.
Created 26 Feb 11:56 by Guest
Data Entry
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1
Vote
Allow for Mass Attachment Deletion
It would be great to be able to mass delete attachments that are over a certain age, like over two years old. Likewise, it would be great to be able to mass delete files that are over a certain size. Thank you!
Created 22 Feb 18:38 by Guest
Data Entry
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1
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Prevent entry or changes to transactions prior to a date (e.g. last FY year end)
Most accounting systems prevent alteration of transactions in previous financial years. My suggestion for eTapestry is that in My Organisation - Preferences there is a tick box and date field which says Prevent transaction changes before this date.
Created 17 Feb 09:51 by Robert Burch
Data Entry
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