It would be an improvement if we could have Payout date as an option for mapping.
When bringing gifts over from classy the GL post date is not matching our deposit dates and this is causing issues with finance. If we had the ability to map the payout date to the GL post date that would make the financial process cleaner and much smoother without manual global changes.
Ashley Martin
shared this idea
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Tammy Silverthorne
commented
We're working on a P2GL integration for our Classy transactions and need this information for it. We could wait to bring in the transactions once the payout date has been entered or do a separate import. It's a two-step process currently for us to update this information in Salesforce with a Classy report. Bringing in the Payout ID would also help simplify the reconciliation between Salesforce and finance.
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We would like your feedback! Given Payout dates are typically added a few days after the transaction is made, would you want to wait and import the gifts once the payout date is available? Or would you prefer to import the gifts, and then have a separate import that adds the Payout date to the transactions later?
