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donations by location Posted: 31 Oct 2007 03:01 PM |
Greetings My Ekyros Friends.
We have just started our second location and as the new director and I were trying to print receipts from their donors, we realized it doesn't sort them that way. It does give that option for donor files, but then there is no donation listed on that report.
Please tell me I'm just missing it because this is very important as each of our centers will have specific supporters and we'll need to call up these reports frequently.
Thanks for any help |
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Re: donations by location Posted: 01 Nov 2007 12:01 PM |
Hi Rose,
Sorry to keep you waiting on this. You bring up a very good point and you are right that the "location" filter is not currently included on the batch receipts report. I'm doing some checking on this and will get back to you ASAP. Thanks for your feedback!
In Him,
Sarah |
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Re: donations by location Posted: 02 Nov 2007 10:53 AM |
Hello again,
I wanted to give you an update on your request. I have good news for you. We are going to add a location filter to several donor reports, including the the Batch Receipts report, as part of a small release that is due out in the next few days (if all goes as planned). This location filter will pull from the "Originating Location" field that is found at the bottom of the General tab in each donor's file. Thanks again for your great feedback....I'm sure many centers will benefit from it! :)
Have a great weekend!
In Him,
Sarah |
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Re: donations by location Posted: 02 Nov 2007 12:55 PM |
You all are awesome! Thanks for all you do. |
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Re: donations by location Posted: 08 Jan 2008 03:45 PM |
Sarah,
I did not see this update on the Batch Receipts - am I just missing something? |
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Re: donations by location Posted: 08 Jan 2008 04:03 PM |
Hi Rose,
I've been meaning to update your post, but have fallen behind on that. Please forgive me for keeping you waiting! Thank you for your patience with us. :)
After my original reply to you, as we got further into developing the donor enhancement that I mentioned, we decided it would be best to roll this into our major QuickBooks enhancement release. Our development team is working hard on this, and we plan to have it out in the very near future. We will be posting an announcement soon to give more details as we get closer to the release date. I know that you really need this, and I sincerely apologize that you've had to wait longer than expected. Please let me know if you have any more questions about this.
Thanks again,
Sarah |
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Re: donations by location Posted: 09 Jan 2008 11:40 AM |
Sarah,
This would have been very helpful for year-end giving statements. I'll just have to figure something out in the meantime.
I do understand what a major undertaking the QB integration must be.
I'm not sure if the following would ever be possible, but I worked at a church that had a data managment program called Church Windows. In this program you could design your own report by selecting criteria from any of the fields. Like "single, age 25-30, not in a SS class." and then export it for reports and/or merging. It was extremely helpful in customizing correspondence to a target group.
Thanks for all you do. |
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Re: donations by location Posted: 11 Jan 2008 05:14 PM |
Hi Rose,
As always, you have wonderful feedback for us. We will take a look a your suggestions!
Thanks for your time, and have a wonderful weekend! :)
Sarah |
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Re: donations by location Posted: 11 Feb 2008 08:58 AM |
Hi Rose,
Just wanted to send you an update on this...
You now have the ability to filter your Batch Receipts by "originating location" (this "originating location" data is entered at the bottom of the General tab in each donor file). We included this capability in our enhancement that was released on Saturday 2/9.
We hope that it will be helpful for your center! :)
In Him,
Sarah |
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