Batch Summary Report

  • 4
  • Idea
  • Updated 2 years ago
  • Implemented
There should be a batch report with all the batches listed with grand totals per fund with the date of the batch listed. It doesn't need the detail that the One Line Posting Report by Batch Number has. Just totals and dates.
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Pennie Contos

  • 1 Post
  • 0 Reply Likes

Posted 3 years ago

  • 4
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Patti Grueff

  • 4 Posts
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We agree,  We vote yes to add this as an additional report. It is an excess of paper for long term storage when we can reconcile without printing and for our records we don't always need the itemization.  
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Cindy Zondlak

  • 34 Posts
  • 2 Reply Likes
Someone made a very similar suggestion a couple of years ago.  We agreed back then that it would be VERY helpful.  It still would be.  And it would save us the cumbersome steps we are using now to produce the same results.
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Sue Orlando

  • 16 Posts
  • 1 Reply Like
Would love a batch report!  We've figured a tedious work-around, but I'm sure what would come right out of PDS would be much better than what we're doing now.
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Karen Komlos, Official Rep

  • 270 Posts
  • 31 Reply Likes
I think this is an excellent suggestion, and will be a good addition to the batch screen process that we are currently working on. Look for the batch screen near the end of the year. And keep those wonderful batch suggestions coming!
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Kaitlyn Snook, Employee

  • 142 Posts
  • 2 Reply Likes
This has been implemented in the 8.2A release on 2-8-18.
For details, check out the release notes.