Add Check Cash Date to New AGR

In the legacy All Giving Report - you were able to build a report by check cashed date. That feature is no longer available in the new all giving report. Thrivent uses that report for auditing purposes and would like that added to the new all giving report.

  • Jacinda Schneiter
  • Jan 17 2024
  • Reviewed: Voting Open
Client Name Jacinda Schneiter
Employee Name Thrivent
  • Attach files
  • Admin
    Michael Van Natta commented
    23 Jan 16:51

    Thank you so much Jacinda, my apologies as I had thought that report filter was no longer available, my mistake. I will work with our teams to get the Check Cached Date filter added to our new AGR. Will likely be under a new name such as 'Payment Deposited Date' or similar naming convention but the functionality will be the same. We will keep you updated with timing once we have the work lined out.

    All the best,
    Michael Van Natta
    Sr. Product Manager

  • Jacinda Schneiter commented
    19 Jan 18:02

    Check Cashed Date Image

  • Jacinda Schneiter commented
    18 Jan 00:09

    Hello, please see attached - Check Cashed Date Filter from legacy all giving report. This is a filter that we do use for auditing.

  • Admin
    Michael Van Natta commented
    17 Jan 22:04

    Hi Jacinda, thank you for the submission. I wanted to clarify a few details here. Within the Legacy AGR there is a filter that can be pulled by 'Check Date' and this is when the check number/payment number is created. We do not have functionality in reporting currently based on check cashed date as this is not a universal date we get back from all processing partners (international partners and in-country payroll specifically). Within the New AGR, we did recently re-introduce the filter for 'Payment created date' which is the same as the 'check date' filter from legacy. Please let me know if there are any other questions or info needed, happy to help.

    All the best,
    Michael Van Natta
    Sr. Product Manager