Please submit all product enhancement ideas below. We welcome your feedback; your ideas will be reviewed by the Product Manager that oversees the development of that part of the product on an ongoing basis and updated with its current status monthly based on our product planning process. Ideas you submit could help us shape features currently in development or grow our repository of requirements for our next big enhancement. Thank you for taking the time to share your thoughts and expertise with us.
Currently we have RE and Senior services for our business office. We have to prove that the credit cards we have entered into the system are what BBMS says was entered into the system... We would love to use the dispursement report, however, the development office dictates that as soon as the money comes in we have to send out Thank you letters. thus we have to enter the credit cards into RE on the day that they come in thus when we send our daily total to the business office it includes credit cards for that day. So we need a report from BBMS that shows that what we entered into the system is what is actually in BBMS... So we use the Transaction Search and export the data file based on dates.... That export has 2 problems, first it exports way to much information, which would not be an issue but it is too big to fit on one piece of paper so we have to delete columns. second the Dollar fields come into Excel as a text type of "General" and we need it to be either a number or Currency so that we can add up the total.