Finances > Export > Refine Export
S
Sarah
Is there a way that when exporting under Finances, we can have the option to refine our Export? For example, it would be incredibly helpful if the Export from finances allows us to review the itemized categories - specifically Rate Title but I'm sure other itemizations would be incredibly helpful. Right now, the export under Finances doesn't permit custom exports as it does under Campaigns.
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K
Krista
Yes, we need this. Currently, to see any comments from custom questions we have to export from payments first, but there's no way to filter those by deposit batch. So then we have to export from Finances and try to match up the comments from payments export to the deposit export.