The online payments report contains information about payments received from members. For renewals, our members have the option of paying for 1, 2 or 3 year memberships. Our treasurer has to accrue payments in out front years for dues received for 2 and 3 year memberships.
the current payments report only shows that the money was received. in order to book the entry correctly, we need to show dues renewal date as well so that the determination can accurately be made of how to apply the payment.
i can export data from the payments report into excel, and then export the membership data and then go through a messy merge process, delete fields and try to produce a report that the treasurer can use. but this is a monthly process and would get old very quickly.
we need WA to be able to merge Payment and Membership data on one report.
Kim P.