Include Payout IDs in Transaction Exports
R
Robin Ann John
For batch-to-individual reconciliation, I need to export my transaction report with payout ID included. Currently, payout IDs aren't available in transaction exports, making it challenging to match individual donations to their corresponding batch transfers. Including payout IDs would greatly assist in reconciliation.
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Mary Kleinsmith
I communicated this same thing just last week. It's very hard to post each transaction to the bank accounts without having the Campaign and the actual payout date on the report. I've been adding them by hand, but it's cumbersome and takes extra time.