Import/Mass Update based on Journal Entry Reference Number

Please allow importing by unique Journal Entry Reference Number.

I just found out in the import page that every journal entry has a unique Reference Number. You can export this in reports but it has little to no use. (only allows to import by updating existing recurring gift schedules)

 

You should be able to query this field, but more importantly, be able to import updated transaction fields by reference number. This would allow journal entries to be exported and edited, and then imported back into etapestry. (instead of each journal entry requiring one by one manual editing)

 

By doing this, it makes manual data entry of big batches MUCH faster. Also this would hopefully allow us to update pledges and recurring gift schedules with payments and recurring gifts respectively. Which is another HUGE time saver.

 

Importing by account number already exists, now importing by journal reference number would do wonders for all etapestry users!

  • Guest
  • Mar 22 2017
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    • Marilyn Field commented
      14 Feb 20:09

      Yes please! We just discovered an issue with DIY forms not being able to assign a correct Campaign. If we could mass update based on the Journal Entry Reference number it would be such an efficient way to make the corrections

    • Guest commented
      June 04, 2019 18:50

      This would be a great enhancement and time saver.