Indicate the payout date on a payment, to easily see which payments have been paid out to our bank account/Add the transfer date to each transaction, to see which transactions have been transferred to our bank account or not
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Maryse from Zeffy
I would like to easily see which transactions have been paid out to our bank account, either with an updated “status” tag, or with the payout date in the transaction drawer./I would like to be able to easily see which payments have been made into our bank account or not, either by adding a “Wired” tag as the transaction status, or the deposit date in the transaction details.
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Rowan from Zeffy
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The payout date is now available in the last column of your payments report!
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The payment date is now available in the last column of your payments report!
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April
Rowan from Zeffy: Is it only on the report that is generated once Zeffy sends a payment is to the bank? I was hoping it would be the transfer date of each individual transaction in the list and would allow us to scan a list and reconcile it quickly. If this works for everyone else, then I'm OK with it too.
Rowan from Zeffy
Hi April: Thanks for your question! The date appears in Payment report, which you can export from the Payment tab of your dashboard. It shows up for each individual transaction, so you don't have to use your different payout reports, you can just use your one payment report. Is this what you were looking for? I hope this helps, thanks!
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April
Rowan from Zeffy: Great, thanks!
B
Bishop Gerald Raymond
God love a chairfull giver to his ministry
S
Sandrine
Yes, please
C
Christine
Yes please!! It is so challenging to reconcile payments without having specific data to access regarding which donations/payments have been completed and what is still outstanding.
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JANVIER
I am very interested!!!!
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Laval
It is a great idea that our accountant will appreciate
Rowan from Zeffy
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Rowan from Zeffy
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under review