Tenant Download - Report Order for Credit Items requiring Manual Attention - multiple days
Not sure why this has changed from date order to $ amount order. I believe it is because they wanted the Report (printed - not CSV) to match the order of the Transaction Credit Receipts in Tenant Download. I can't see how that would benefit anyone? Surely no-one wants to change/check the date for each transaction, one at a time? Easiest to keep the date for each day's transactions, complete that day/date, then move to the next day.
Helen Crombie
shared this idea
-
Helen Crombie
commented
We process multiple days every Monday or after any Public Holiday.
So, at least once per week with around 150 transaction of which around 55% of the Credits automatically Receipt/Resolve.
This leaves around 45% for Manual Attention.
Yes, we use the CSV report, and manipulate/sort the data via Excel.
This adds additional steps and time to the receipting process which is very frustrating when there was a perfectly good report we could use previous to 13/03/2023.
We would appreciate this given some priority, as when the receipting process is performed by a party unfamiliar with Excel, it creates a nightmare!
Thanks again.