Skip to Main Content
đź’ˇ Share your Ideas!
Status Shipped
Workspace Case Management
Created by Daniell Jara
Created on Mar 18, 2020

Add Organization Information to The Batch Deposit/Payments Reports

User Story

Vertin has requested we add the organization name to Batch Deposit reports. Currently there is no name on the report, therefore their accounting team isn’t clear on what reports are for which organization. The same would be helpful with Batch Payment reports as well.

Specifications

  • On the Batch Deposit PDF report, add the name of the organization where the batch deposit report is being run to the top of the report title, as seen on the Batch_Deposit_Report_Example attachment

  • On the Batch Payment PDF report, add the name of the organization where the batch payment report is being run to the top of the report title, as seen on the Batch_Payments_Report_Example attachment

  • Attach files
  • Admin
    Daniell Jara
    Reply
    |
    Jul 27, 2020

    We are glad to see you voted for this, @Theresa Walter! We are happy to inform you this was released last Friday and will now be available in the platform. Please keep sending us your suggestions!

  • Theresa Walter
    Reply
    |
    Jul 24, 2020

    Very much needed!