Add Check # & Check Date for Offline Donations
complete
Sara Gladney
Ability to add a check number and the date the check was written. Transaction is saved as being donated on the date the check was written and NOT the date the donation was manually added.
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Karl Chambers
Outstanding!
Jesse Saldana
complete
You can now add Check# and Check Date as part of our new Import Transactions feature.
You can learn more on our Transaction Import Changelog post: https://community.givebutter.com/changelog/transaction-imports
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Rose Jellyfish
Jesse Saldana: This is wonderful,Jesse. Your team is awesome! The entire GIVEBUTTER organization is Awesome! This will be so beneficial to all your clients and GIVEBUTTER! I will be able to move our history over to youy,our team very soon. Children's Aid Club thanks you all. We are getting ready for our in-person event on Feb. 7th. All the best!
Linda Ianelli
Jesse Saldana
Rose Jellyfish: Thanks for the kind words, Linda! I've passed this along to our team. Don't hesitate to reach out to our support team if you have any questions as you get ready for your event. We all hope it goes well!
Liran Cohen
in progress
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Rose Jellyfish
Yes. the ability to add a check number and date is very important for all offline transactions. It is a critical element for donors, companies and foundations tax purposes.
Jesse Saldana
open
A
Anthony Spano Foundation
Jesse Saldana: I’m trying to add the following feedback: Create an invoice in the system for an individual or organization.
K
Kelly Coladarci
YES, PLEASE! Currently, the info is incorrect is you enter the info after the payment. We need to be able to add the date the payment was taken.
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Julie Crooks
Yes, this is important, especially at the end of each year. Donors may have written a check, and postmarked by 12/31, but it arrived, and was deposited in, January. It needs to be accounted for in the previous year, not the new one.
Tori Meglio
under review
Kris DeBoer
When creating an offline CHECK donation - I need to capture two more fields - CHECK NUMBER and CHECK DATE - could you include these in the form? I would like these fields to import to Bloomerang - otherwise I have to visit each integrated donation and add this info.
Liran Cohen
Merged in a post:
Default Time Zone is used for offline donations
Sara Gladney
The ‘New York timezone’ saved in our profile does not seem to be recognized when entering offline donations. Donations are showing up with the next calendar day. - it looks to be perhaps in the GMT+1 or GMT+2
Note: Ability to add a check date (or deposit date) as the transaction date would cancel out this feature request
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