Add Charity processor to the list of Ad hoc reporting fields

In our invoices there is a column for Charity Processor, which lists Charities Trust, Global Giving, Monte, etc. Add that as an available column in Payment ad hoc reports so that leaders can see what organizations are receiving funds when a payment is labeled "sent to partner" on a grant. The only field currently is "payment processor" there isn't an option for charity partner in reporting.

  • Danielle Woolsey
  • Jul 21 2026
Client Name Cummins Inc.
Employee Name Dani Woolsey
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