Merging Payment Records Divided Across Fiscal Years
•Brief Description: Client requesting ability to merge payment records in Workspace •Current Function: Currently, when running a search for Payment records between two or more fiscal years, then sorting the columns so the payments are divided by fiscal year, users see multiple payment records for the same organization. Example below: •Desired Function: The client feels as though there should be a means to "merge" these records into one row and wants to be able to control the report in this fashion •Reason for Function: The reason for this function is to reduce confusion in reporting, along with giving the client more power to tailor the data to their liking for reporting purposes •Priority: Medium
Modified title; marked as reviewed