Update CC Charge date, when the date is "after" the original entered date.

0 votes
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asked Mar 29, 2017 in Tuition and Fundraising by Bobov-45
When a CC is on Hold for approval (which can take even weeks - We got approval on 3/28 for a 2/26 charge), or the CC server is down internally (which would usually be resolved in a matter of days at most) the charge date in the CC "Transactions" grid, & the Payment date by "Payments" will still show the original "Charge Date" which was entered when the payment was scheduled.

The problems are:

A. when Depositing the CC funds the Old date date will throw you off since the Payment Date is the old date.

B. The monthly Invoice will reflect a "Payment" as of the old date, when in reality the balance was Open/Larger during the interim.

C. In the event that the parent calls in and wants to question the charge after he receives his CC Statement we will not  be able to lookup which charge he is referring to since he sees the "Correct" date & we see the "Old" date.

A solution would be for the system to automatically update the CC "Charge Date" if the date is prior to today's date, or rename the Charge Date Column  to Scheduled Date, and add a new column Charge date which should be updated after the transaction runs, and the new column should be used for appending the Payment Date.

1 Answer

answered Mar 29, 2017 by Admin
selected Mar 29, 2017 by Bobov-45
 
Best answer
This is exactly the way it already works if you use the provided approve button to approve the charge. It seems like you are manually removing the approve checkbox instead.
commented Mar 29, 2017 by Bobov-45
You are correct. I checked with the Staff, this was an exception since 2 pending transactions from prior months were approved, and she changed the transactions to a single amount, she un-checked the box while she was there already.

Just want to mention that you might want to consider adding the Scheduled Date column for the rare instance that CC processing is closed for a few days. (like it crashes on yom tov, and only goes back up after a week!)
commented Mar 29, 2017 by Admin

There is already a separate column that show when it actually went thru. Date Charged

commented Mar 29, 2017 by Bobov-45
I don't think that that field is available in the CC Transaction Grid.

Can you change the create payment to take the date from that column, and can you make it available in the un-hide columns feature?
commented Mar 29, 2017 by Admin
The column was available in fundraising. Just added it also to tuition. Call in to get upgrade.
commented Mar 29, 2017 by Bobov-45
Thanks

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