Credit Card Batch Report/Excel Export does not Exist
PROBLEM: Credit card report does not exist. Attempting to copy and paste from the web page is labor intensive. Numbers are not pasted as numbers, dates are text and code icons are copied. Credit card reconciliation from the POS to the Merchant without this detail is problematic making it very easy to missing getting paid by customers SOLUTION: (1) Export batch data detail into one tab of spreadsheet with values exporting into the correct data types (e.g. dates, numbers, etc.) (2) Export the batch summary detail on a separate tab. BENEFIT: (1) Create a report/excel export for a critical process where no report exists (2) Ability to reconcile detail credit card.transactions.
Michael Jansen
shared this idea
Hi Michael,
Great suggestion. I can see how this would help with record keeping. Over the next year we will be updating all of our reporting functionality and adding more robust export capabilities. Defiinitely will make sure that the batch report is included in this effort.
Thanks,
Thr!ve Product Team.