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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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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
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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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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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importing
It would be helpful if you could import payments, I was told this was not possible due to chances of duplication of an account but if all accounts list an account number wouldn't you be able to link that payment with the account number and do an i...
Created 21 Oct 19:28 by Michelle Crooks
Data Entry
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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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1
Vote
Let us save templates to apply to donations during entry
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...
Created 16 Feb 17:23 by Guest
Data Entry
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1
Vote
Let us choose to import donation + boost in JustGiving integration
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 ...
Created 16 Feb 17:18 by Guest
Data Entry
1
2
Vote
Import multiple personas
I have multiple personas (personal, joint, business) for each of my accounts. I want to be able to import multiple personas to per account via an import.
Created 06 Oct 10:16 by Guest
Data Entry
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