Include or provide an option to include all of the information collected on a "form" on the "payout export"
C
Carl
Please include all of the information collected on a "form" on the "payout export" spreadsheet as well, or at least an option to include this. There are details collected on forms, such the types of tickets purchased that are necessary to include in a "split" transaction in Quickbooks.
It is possible to export the form payment information but if an ACH transaction was made it will be delayed and may not yet be included in the payout data. Thus, you must compare the form data exported (to get the data not included in the payout report), with the payout data to determine exactly which payments have cleared and are included.
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M
Martha
I agree.
B
Becca
This would be great! I have to go back in and copy out all the addresses, ticket types, etc.
G
Gail
I would like to see this too.
J
Jim Powell
I like this idea of having the information included in the payout report rather than taking the extra steps to export the data and analyize. Tickets and donations go to specific programs. the way Zeffy handles the payout is lump sum, which creates additional work for me to sort it out to do proper allocations. The same holds true for refunds when there is insufficent balance in Zeffy account to handle the refund. (it initiates an auto draw from the only bank, which creates more work for me to make sure the specific programs are debited correctly. Drives me nuts.