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Recurring Items search

There is no way to search for individual items in recurring items.  It would be helpful to have a search for different bank accounts and receipts and payments.

We have over 350 donations a month from 4 different bank accounts which we use this for but it is very time consuming, to ensure that if a receipt or payment hasn't been made, to find a particular item before posting.

Claire George

  • I've just had to recheck our donations for the start of this month against the recurring items list: 

    It is ridiculous that the quickest and easiest way to do it was to export the list to Excel, where I could sort the list to my heart's content easily into whatever order I wanted (having first added a column which contained the row() number as a value not a function), marking the relevant transactions, and then compare it back to Sage (having put it back into the Sage order via the added row() value column).

*Community Hub is the new name for Sage City