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Please submit all product enhancement ideas below. We welcome your feedback; your ideas will be reviewed by the Product Manager that oversees the development of that part of the product on an ongoing basis and updated with its current status monthly based on our product planning process. Ideas you submit could help us shape features currently in development or grow our repository of requirements for our next big enhancement. Thank you for taking the time to share your thoughts and expertise with us.

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Transaction date for check payments

I think it would be very helpful to put in a field for the backend payment/donation entry to select the transaction date, when entering checks. This time of year many people back date the checks and the transaction date needs to be in the previous year.

I know after entering the payment we can edit the transaction to 12/31/2015. But's an extra step and when the constituent gets the confirmation it has the transaction date as the date entered and it falls in the wrong calendar year.

It would be much cleaner, if the date was editable in the form instead of only being able to edit it after the fact for the check payments. Credit card payments should remain locked down like it is, but checks are a different story especially this time of year for the tax receipts.

Thanks

  • Susan Chopp
  • Jan 6 2016
  • Reviewed: Voting Open
LO - Current Gen / Pain point
Area of the Product Donations
Org/Company Name PennFuture
  • Attach files

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