Turn off auto-sync to DonorPerfect for specific payment methods.
under review
T
Trudy Roberts
We would like to have auto-sync off for ACH payments. The reason: ACH takes 3 to 4 days to process and that throws our batches off. We can move the gift after the fact, but it really takes the automation out of the process. We though if we could not sync ACH gifts then we can manually move them and make the process a bit more intentional.
Josh Bloomfield (CEO)
under review
M
Matthew McGee
It would be even more helpful if the ACHs just wouldn't sync until it actually cleared. There shouldn't be any manual steps. However, currently when something does fail, I end up having to run extra reports to try and go back to correct the batch that was already recorded.