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.

I love how fast data entry can be when you can save a temporary default for transactions. I'm not a fan of how it goes away every time you log out. Given that we have certain fundraisers that repeat annually, it would be fantastic if we could save...

I understand that some want just the donation to pass from JustGiving into eTapestry. But our auditor wants the total donation sent from the donor, so we need to map the donation plus the Boost that covers fees. Give us the ability to choose that ...

For gift entry, Campaigns, Funds and Approaches are listed in the drop down menus in the order that they were added to the system, not in alpha order. (You are able to sort them alpha under "management") If anything, the default must be alpha/nume...

Donors often mail or call in repeat but separate transactions that have a lot of defined field information. It would be much easier to be able to copy and edit from a prior transaction than to have to re-input all details

How to make persona fields required in eTapestry You can mark persona fields as required fields during data entry. When a field is required on a screen, users cannot save that screen until that field has been completed. Requiring persona fields is...

We currently use a Google Form we created with the defined-fields we want to import, (i.e. account number, check number, amount received, Campaign/ Approach, etc). We then export the resulting spreadsheet and import into eTapestry. However, the Go...

You have a message that says 'Name changes will not automatically update salutations. If updates are needed, go to the Personas section and update those manually.' When you try and change salutations in Account settings. You CANNOT change salutati...

As a non-profit counseling office, we include client session fees as well as donor donations in our eTapestry accounting. Each client session fee is entered as a pledged amount and received amount, so that we can see if their account is current. I...