Improve balance history
Meredith Owens
Have the balance history for the "Online Payments" feature display more information about each item, like the payments included in each transfer or additional details about each payment.
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Vickie VonBergen
Please add the member name to the report so we can see what transaction makes up the bank transfer. The current "received card payment" is not enough information. It would be very helpful if you would add the name of the person making that payment.
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Margie Goddard
Yes, indeed, a tracking ID would be extremely helpful.
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Phil Wright
Some kind of tracking ID or something that could link payments with transfers would be really helpful.
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Mikelle Fraizer
I agree. So many members paying the same amount = confusion.
Teresa LeCrone
YES, PLEASE!!!!!
Meredith Owens
Meredith Owens
Teresa LeCrone: We can certainly see the benefit of having the balance history provide this information for each transfer. Therefore, this is something we'll look into implementing! There is another feature request open with this request, so we'll merge this one into the other post.
In the meantime, if you'd like to see which payments were transferred on a certain date, we recommend exporting the payment details. From there, you can sort the “Transferred” column to see all payments that were transferred on a specific date.
Teresa LeCrone
Meredith Owens: THANKS!