Best Of
2025 Year in Review
Happy New Year! Scroll through our 2025 Compass Year in Review to see everything we accomplished together. Thanks for contributing, connecting, and being such an important part of our growing community!
In 2025 we had….
654 New members
368 New discussions
734 New comments
285 Contributors
88 Questions answered
134,325 Visits
Top 20 Members of 2025 (totaling 1,878 points)
- @AndreaGerhard
- @SaraNickels
- @JoleneWillis
- @KatieDecker
- @MariusDereskevicius
- @LyndseyThompson
- @MeganDeHoog
- @AndrewBusch
- @SusieLotreck
- @MeghanBaylor
- @TeriKleckner
- @ConnerPeckham
- @DebbieStanton
- @AustinSchroeder
- @MarkBejcek
- @LenoraLaVictoire
- @RobinForemanWheeler
- @jillfreese
- @SydneyMurrell
- @AmandaHester
Top Searches (2,342 in total)
- Grant
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Top Reactions from the Compass Community
- 859 Likes
- 540 Awesomes
- 236 Vote Ups
- 152 Insightfuls
- 111 Agrees
- 12 LOLs
Members Who Earned a Caramel for Comments Badge
- @SusieLotreck
- @AndreaGerhard
- @SydneyMurrell
- @elizabethmesserli
- @KatieDecker
- @AaronSpevacek
- @DanaJeffery
I am looking forward to even more contributions in 2026!
Re: How did you fix your NACHA formatting problem?
Hi @JackieLaw
This is a very common (and very frustrating) CSV/Excel issue, so you’re not alone.
Unfortunately, CSV files don’t actually retain formatting. Even if you format the column as text or add a leading apostrophe in Excel, once the file is saved as a CSV and re-opened, Excel will re-interpret long numeric values and convert them back to scientific notation.
My main recommendation is not to open the CSV directly in Excel. Instead, open Excel first, then go to Data → From Text/CSV and import the file that way. During the import process, explicitly set the routing number column’s data type to Text. You can do this by choosing Transform data after choosing the file in the initial import step, and then right-click the column header and use the "Change Type" drop-down option to change the field to "Text". This prevents Excel from ever interpreting the value as a number and converting it to scientific notation.
The workflow I've outlined above has proven successful for a variety of projects where I've run into this issue, and I hope it helps you as well.
Best,
Mark
Re: How did you fix your NACHA formatting problem?
Hi Mark,
Thank you so much. I really appreciate your follow up on this - and your timing is impeccable! We finally got to the root of the problem, and it turns out it was misunderstanding and miscommunication with what exactly our bank needed - NACHA - but text not CSV. So basically, we just need to NOT check that box in CSuite. We sent them a sample file just yesterday and they approved it. Whew! We will be trying again very soon. Thank you again, and Happy Holidays! Jackie
Re: Multiple tribute cards under one tribute object.
We have several template letters that we can select based on the individual tribute situation. For individual gifts given in honor of a living person, we have an "In your honor" letter that goes out for each donation. For notifying the bereaved family member of memorial donations, we find that a table-type letter with multiple donor names and addresses is the more helpful form. I'm attaching the individual honor letter in case you might be able to customize it for your own purposes.
