Ideas

Giving Analytics should be limited to closed financial batches

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Giving Analytics should be limited to closed financial batches

Finance

The Giving Analytics is powerful and very useful.  It seems like the feature doesn't consider the status of the batch a transaction is in.  If the batch is not closed then it is subject to being changed.  This happens to us when a donor gives to the wrong campus resulting in a connection request that is for the wrong campus staff and the wrong account code.  We reclassify the donation but before that happens, the connection request may already be processed and the donor is contacted by the wrong campus staff.  The root cause of this is user error on the donor's side but it can cause extra work by staff and confusion with the donor.  If Giving Analytics only processes transactions in closed batches then this situation should be avoided as those issue are worked out prior to closing the batch and triggering the alert.

Photo of Keith KiserSubmitted by Keith Kiser, Willow Creek Community Church  ·   ·  Finance
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