 ltrask
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| Joined: 01 Feb 2005 |
| Total Posts: 14 |
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Two feature requests
Posted: 28 Nov 2007 11:45 AM |
Hi Brian,
I wondered if you would consider adding "bi-monthly" to the payment schedule under the Pledge Form. Several of our donors give that way.
Also, I was wondering if there was a way to break out funds received regarding tax purposes. For instance, we sometimes receive money in exchange for goods, ie: training materials (we charge only the actual cost) but have no way to indicate that this amount is not tax-deductible.
Currently, any monies entered appear as tax deductible and we must manually change receipts to reflect amounts that are not tax-deductible because of goods received. And since we receipt every month, we must manually change the batch receipts every month. Sometimes we forget and have to re-issue a receipt with the correction.
Thanks for all you folks do!
Linda |
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Re: Two feature requests
Posted: 28 Nov 2007 03:19 PM |
Hi Linda,
Regarding your request to add "bi-monthly" as a pledge payment schedule option, we will defintiely take a look at this, and see if this is something that we can add to a future enhancement.
Regarding your second question related to tax-deductible receipt amounts... there is currently a way for you to separately track the *total* donation amount and the "receipt" amount on the "Dontation Form." The field called "Amount" would be used to record the *total* amount received, and the "Receipt Amount" field would be used to record the correct tax-deductible amount that will be displayed on the donor's receipt (this is the $ amount shown on the "Batch Receipt Report."
For example, if someone paid you $150 for a banquet ticket, and $50 went toward their actual meal and the other $100 was a tax-deductible donation, then you would record "$150 in the "Amount" field and $100 in the "Receipt Amount" field. This is just a random example, but hopefully it will help clarify.
Please let me know if you need anymore help with this.
Thanks!
Sarah |
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ltrask
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| Joined: 01 Feb 2005 |
| Total Posts: 14 |
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Re: Two feature requests
Posted: 29 Nov 2007 11:22 AM |
Thank you very much, Sarah. You have been very helpful!
One more question: What report will tell us the total amount received (excluding receipted)? Just want to make sure that all numbers jive!
Linda |
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Re: Two feature requests
Posted: 29 Nov 2007 01:18 PM |
Hi Linda,
You're very welcome. :o)
The "Donations Report" will give you both $$ amounts. When you run this report you'll see that there is an "Amount" column (this is the TOTAL amount) and also a "Receipt Amount" Column, so you can keep track of both separately.
Hope that helps!
Sarah |
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sharon
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| Joined: 28 Sep 2006 |
| Total Posts: 6 |
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Re: Two feature requests
Posted: 03 Jan 2008 03:35 PM |
We would also like to see a "bi-monthly" option in the pledge payment schedule options. Is this going to happen soon? We have a number of donors who have pledged to donate every two months so this would be very helpful.
Sharon |
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Re: Two feature requests
Posted: 03 Jan 2008 04:12 PM |
Hi Sharon,
Thanks so much for letting us know that you too would benefit from having a "bi-monthly option for pledge payment schedules. We currently have a major enhancement that is taking priority (QuickBooks Integration), so I'm not able to pinpoint when exactly we will be able to implement a request like this.
Also, it just occurred to me that "bi-monthly" can mean 2 different things. At times it can mean that a person gives two times in the same month, yet it can also mean a person gives every other month. Does that make sense? I think you are specifically referring to donors that give every other month, right?
Thanks for your feedback Sharon!
Sarah |
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ltrask
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| Joined: 01 Feb 2005 |
| Total Posts: 14 |
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Re: Two feature requests
Posted: 07 Jan 2008 09:16 AM |
Hi Sarah,
I think Sharon and I are referring to the same need: people who give every other month. It would be helpful to have that designation sometime in the future.
Keep up the good work.
Linda |
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Re: Two feature requests
Posted: 07 Jan 2008 10:35 AM |
Thanks for getting back to us Linda. We appreciate your input!
In Him,
Sarah |
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