Locations:

  • Payments Reconciliation page


Users with the following permissions: 

  • Financial - Reports: View Payments Reconciliation


Case:

The file exported from the Payment Reconciliation report has a controversial name and the rows in the file are shown unordered. This takes much time when working with the data.


Problem:

How to sort the data when exporting from the Payment Reconciliation report to make it more convenient to open such file?


Solution:

Added an ability to sort the data before exporting the file.
This is done using the new Order by panel added to the download file page. The panel has a select field that allows choosing the way the data will be displayed:



The exported file name corresponds to the file contents (e.g., "Payments Reconciliation - Matched - 20180614.csv").

If you export multiple files, they are gathered in a single zip archive (e.g., "Payments Reconciliation - Not Found in GEGI, Not Found in File - 20180614.zip").

Note: The Import Payments and the Import Refunds pages are improved the same way.


Available since GEGI v4.12.0 (view release notes)