Ideas

Set Default Transaction Type via Check Scanning App

3

Set Default Transaction Type via Check Scanning App

Finance

When checks are scanned via the check scanning app they are always categorized as transaction type contribution. We often process batches where all the checks are type event registration. As a user of the check scanning app I would like to be able to change the default transaction type when I create a new batch. Currently when we scan a set of event registration checks we have to go back and update each one individually. I have created a temporary workaround to so the accounting staff to quickly update all transactions in a batch to different transaction type: https://chat.rockrms.com/channel/general?msg=SYvNyyPN9pShhgjn9

Submitted by Tony Visconti, College Church (Wheaton) · July 14, 2022 · Finance

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