Add invoice number to all giving report

I need to do some research and using the AGR is very handy, but it is missing the invoice number associated with each transaction. Please add that. Thanks!

  • Lisa Maloney-Vinz
  • Jul 5 2023
  • Reviewed: Voting Open
Client Name Ecolab
Employee Name Lisa Maloney-Vinz
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  • Admin
    Chris Mathew commented
    July 12, 2023 20:46

    Hi Lisa, thank you for your submission. Invoice ID being included in our reports is something we took into account when we were creating the charitable funding information dashboard. When you download the transactions for a specific invoice, the spreadsheet has invoice ID included for each transaction. This is the same transaction report you received along with your invoices.

    Our data team is looking into additional enhancements to the AGR, but there are some hurdles that have to be crossed before we can include invoice IDs in the AGR as they live in separate databases. We will keep you updated with any progress on these efforts while also investigating enhancements to the processing-related reports which are generated from our processing tool which is what generates your invoices.