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9 results found

  1. Post Salesforce Payments in Post-to-GL

    My current understanding is that the P2GL API for Salesforce does not allow posting of payment records that are not themselves SF Opportunities, eg, pledge payments (ie, the pledge is the Opportunity, and payments are payments against the pledge but not Opps themselves. We need to be able to post payments that are not Opportunities.

    When considering pledge fundraising and the ability to properly account for pledge payments against pledge commitments, the payment, and not the opportunity is the fundamental basis for pulling Salesforce data.

    7 votes
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    under review  ·  2 comments  ·  Post to GL  ·  Admin →
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  2. Ability to filter Salesforce Donations for Posting based on a Salesforce Report (Query)

    Currently, the only filters available for gathering Salesforce donation transactions for P2GL posting include Stage, Campaign, and first-class Date fields on the Opportunity object. Very often, clients have data in other objects in Salesforce that drive the post process. (Payment object and custom object data elements are often needed for filtering.)

    Ideally it would be nice to be able to export transactions based on a Salesforce report (query). This would only work if there were less than 2000 records due to the limit that Salesforce imposes, but clients could control the records appearing in the report themselves by posting more…

    7 votes
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    planned  ·  1 comment  ·  Post to GL  ·  Admin →
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  3. Sample Data (not enough of it)

    Sample data provided when configuring new P2GL formulas is limited to 20 or 25 rows of transactions, which typically is not enough sample data to ensure that formula configurations are accurate and doing what the client needs. Two examples:

    1. In one case there were transformations configured that looked right on the first 20 rows of data, but we couldn't see that the logic was incorrect on other rows. It was not until the client ran the post and saw an error on row 190 that we were alerted that the logic needed to be refined.

    2. In another case, skip row…

    5 votes
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    2 comments  ·  Post to GL  ·  Admin →
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  4. Print out P2GL formulas

    Currently there is no ability to print out P2GL formula configuration or logic threads. Since formulas cannot currently be copied, they have to be replicated manually and the inability to print formula configuration tremendously hampers that effort. This is even true when working to apply logic from one client's formula to another -- since the logic thread cannot be printed, it's challenging to recreate from memory and/or to toggle back and forth between formulas/monitors, etc.

    2 votes
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    0 comments  ·  Post to GL  ·  Admin →
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  5. P2GL Activity History

    It would be helpful to have Activity History for Post to General Ledger formulas. This would allow for an audit trail when trying to troubleshoot errors or instances when a formula was work previously and is no longer working.

    2 votes
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    0 comments  ·  Post to GL  ·  Admin →
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  6. Post to GL outputs for FE NXT

    The formula template for posting to FE NXT does not furnish any options for the output files that the formula generates (other than the actual batch in FE NXT). Since a Post-to-GL user may not have direct access to the destination FE NXT system, those output files are very valuable for analysis and troubleshooting.

    Currently, they come out as .txt files, which makes analysis challenging even when using an advanced editor. Can the output file that represents the created FE batch be output in .csv format? Or, could the user building the formula be given an option for the format…

    2 votes
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    2 comments  ·  Post to GL  ·  Admin →
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  7. pull pledge payments on pledges with multiple payments

    make payments the center of the decision of data to post instead of opportunities

    2 votes
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    under review  ·  1 comment  ·  Post to GL  ·  Admin →
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  8. On the Post to GL 'View History' screen, add a column that shows how long a job took to run

    On the 'View History' screen, can we see how long a job took to run?

    Having the duration data would help clients be able to gauge the duration of future posting processes and even when they should be kicked-off, etc.

    Eg, if running 9K records took 80 minutes, and my next posting is 13K records, I should plan for it to take around 2 hours, etc.

    1 vote
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    under review  ·  0 comments  ·  Post to GL  ·  Admin →
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  9. Audit trail on P2GL formulas

    We need a way to identify who (which user) created and last changed a P2GL (including POM) formula. We also need an audit trail to identify who may have deleted a P2GL formula.

    1 vote
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    1 comment  ·  Post to GL  ·  Admin →
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