 CRoth
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| Joined: 06 Apr 2009 |
| Total Posts: 8 |
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Walk donations vs. regular donations
Posted: 08 Jun 2009 09:49 AM |
Our center had a Walk for Life fundraiser May 30th. We have already printed donation receipts for that event. I need to go back and print donation receipts for the regular donations we received in May. On the report options is there any way to filter out the event of the Walk and only generate letters for those not associated with an event? I will have this same issue when I generate receipts for June. We will have two batches of letters, those who were Walk donors and those who weren't.
Thank you for your assistance.
Carol |
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Re: Walk donations vs. regular donations
Posted: 08 Jun 2009 10:08 AM |
Hi CRoth,
What if we add a checkbox in the Report Options that will allow you to specifiy to only include donations that have not already been added to a receipt/batch? |
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christij
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| Joined: 01 Mar 2009 |
| Total Posts: 69 |
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Re: Walk donations vs. regular donations
Posted: 08 Jun 2009 10:15 AM |
| Good morning Carol. Thank you for your request. For your May donations, you can just run your batch receipts and filter by date. You can attach any letter you designate. You can run your batch as usual and save them. Then you are given the opportunity to delete specific statements via the red X. This will prevent sending duplicate donation statements. Then export to word. Let me know if you have any other questions. Thanks |
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CRoth
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| Joined: 06 Apr 2009 |
| Total Posts: 8 |
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Re: Walk donations vs. regular donations
Posted: 08 Jun 2009 10:20 AM |
| I thought I could run the whole batch and then delete the duplicates but that would be tedious and time consuming. Brian's suggestion of adding another filter option is what I was hoping for. I would like to choose the date range and all donations that were NOT associated with the Walk event. |
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christij
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| Joined: 01 Mar 2009 |
| Total Posts: 69 |
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Re: Walk donations vs. regular donations
Posted: 08 Jun 2009 10:23 AM |
| Great and I agree! Thank you. |
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Re: Walk donations vs. regular donations
Posted: 08 Jun 2009 10:48 AM |
Just to clarify, we can add an option (checkbox) that will allow you to only include donations that have not already been added to a receipt. Here's how it will work:
Example: 100 donations need to be receipted. 80 are associated to an event (e.g. Walk 2009). 20 are general donations.
Steps:
1) Run batch receipts for donations associated to event: Walk 2009, for May 2009. Be sure to save the receipts. Results 80.
2) Run batch receipts for May 2009 for all other donations not already included in a receipt. Results 20. Again we will have to add this option.
The advantage of #2 above is it will ensure you don't miss any donations that have not been receipted.
Does that make sense? Will that work? |
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CRoth
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| Joined: 06 Apr 2009 |
| Total Posts: 8 |
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Re: Walk donations vs. regular donations
Posted: 08 Jun 2009 10:55 AM |
Yes, I believe that would work. I am in the process of deleting 41 letters from a batch of 95 so I can send out May donation receipts. Any way to make the process simpler would be much appreciated.
Thank you so much for your prompt response to my question. |
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