Customize online payment export
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Trudy Iannucilli
Provide the ability to customize what information you'd like to be exported from an online payment's details at the time of export.
ORIGINAL POST:
Provide the ability to set a specific date range when exporting online payment details.
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Meredith Owens
Merged in a post:
Customize payment export
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Sabrina Abbrescia
Be able to choose a date rage to export instead of exporting all payments made since the start of accepting them.
Scott Osburne
List the address ON the property, not the other address. Allow a date range.
Wes Cossick
Merged in a post:
Include lot number in payment details export
James Zanoni
Include lot number in the export of payment details for online payments.
Mickey Kappes
This would be very useful for us as well.
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Phil Wright
Don't stop there.
Also give us the ability to
not
include their out-of-community addresses.And also
only
include their Lot Numbers instead of addresses.P
Phil Wright
Should also note that when making the payment that the owner of multiple lots will need to be able to select which one(s) the payment is for.
Meredith Owens
Phil Wright: We have another post that we're considering, which would allow these members to note which lot a payment is for if they were all on one payment option. You can view that here: https://feedback.hoa-express.com/feature-requests/p/include-memo-line-for-online-payments.
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Phil Wright
Meredith Owens: that will be useful but can still leave it ambiguous about what lot a payment is being made against. I've thrown my vote in on it as it will be useful anyway.
Betty Ingerson
We absolutely need this for payment tracking and appropriate accounting. Name simply does not work. We have over 2000 lots with individal lot and block numbers. We need to be able to properly account for assessment payments by lot and block number. We cannot use this feature until this is implemented.
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Phil Wright
Yes! We have lots with multiple owners with different names.
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Hoa Webmaster Woodbrook Estates
Yes! Many of our homes are owned by couples with different last names and we have some common names so it isn’t always obvious what lot number is associated with last names without detective work. Our primary record detail is lot number lot number not name.
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Spoa Owners
Our billing requires Block # and Lot # for non-resident owners. Can you include option for both for billing
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