Ability to utilize a Refund process for any type of payment made in Altru
This seems to have been brought up as a "question" many times within the community, mostly in regards to back-office payments.
I think making this an idea would be more appropriate as the workarounds provided are either to edit the payment to reflect a $0.00 payment, enter notes, and notify your financial team for a manual entry/adjustment, or possibly creating a reversal payment, flipping the transaction mapping, which acts like a refund, but still looks like a payment in Altru.
Both options don't seem preferable as (correct me if I'm wrong) editing the payment to $0.00 doesn't actually do anything to the GL unless this is a credit card payment. There is no actual GL reversal, just a payment debiting and crediting nothing, but the trouble is when you cross over financial closings periods, where you've already recognized the original revenue, possibly from a previous month.
Creating a new payment reversing the GL or entering a negative transaction causes an issue in reporting as it will look like the constituent made 2 payments for the same amount.
This would apply to back-office payments to event registrations, memberships, donations, etc.
Guest
We use the Total Revenue and Payments report to post revenue daily in finance. At the end of the month, I reconcile the credit card charges to the daily postings. I was shocked to find out that a back-office transaction doesn't record any kind of refund the way a tickets point of sale transaction does. I can see no reason why this history would not be tracked. What a nightmare this causes for finance as well as have correct vendor payment tracking. And now, our development folks have to remember to send me an email every time they do a refund instead of the system properly reporting on it like it should. This should be fixed for so many reasons.
This doesn't happen very often, but when it does it would be great to actually capture the history.
Also, be able to track history of refunded back office transactions through cancelled payments. There is no record of these in Altru.