Accounting question for payment forms

  • Profile Image
    nkelly
    Asked on January 16, 2014 at 12:38 PM

    Regarding this form (or one like it)

    http://form.jotformpro.com/form/33426692752965

    My accounting department is having a fit because when I export submissions to an Excel document, the columns that they need for making batches are not in a good format.

    For example, the column for Submission date and payment amount ... the values come out like this 

    2014-01-16 10:39:27 Adoption Fees Payment for services (Amount: 200.00 USD)
    Total: 200.00


                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           









    The three columns they really need are date, designation of the funds, and amount. Name, too, but they are really concerned about how the numbers look when I download transactions in Excel.

    We are using Authorize.net as the gateway on the form.

    They would like the date to not have the time stamp so that they can make batches by date more easily.

    And they would like the payment column to have only a number so that they can get that column to add correctly. Currently, with the words "Payment for Services" in that same box, they cannot make the numbers add correctly.

    Can you offer me a solution? Is there something I can do differently on the form? Or is there something wrong with the way I am exporting the form data?

    I'm totally confused about why it exports this way to Excel, because the only thing in the payment box itself is a number, so I don't know how to change the way it is output.

    Anything you could do to help me would be wonderful.

    Nellie

  • Profile Image
    TitusN
    Answered on January 16, 2014 at 04:37 PM

    Hello,

    Thank you for contacting us. 

    You are not doing anything wrong, and the data would not look any different by making changes on the form fields.

    Jotform aims at providing detailed information for your submissions, which means, the kind of editing you ask for cannot be implemented within Jotform, hence the excel export for further data manipulation.

    However:

    You  could use Microsoft Excel features to split the text to columns: http://office.microsoft.com/en-001/excel-help/split-names-by-using-the-convert-text-to-columns-wizard-HA010102340.aspx

    Please let us know how we can assist further.