Ideas

Add Fund filter to Batch page

Add Fund filter to Batch page

Finance

It would be very helpful to our Accounting department to add a Fund filter to the batch finance page. This would filter the viewed batches to only the ones containing the fund selected. We use batches as the gold standard for what gets placed in the GL. If the GL does not match at the end of the month for some reason, having this filter would make reconciliation MUCH easier.


Alternatively, it would be helpful to add a "Batch date range" filter to the transactions page.


Thank you for considering!

Photo of Tim PetersonSubmitted by Tim Peterson, The Father's House  ·   ·  Finance
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