Welcome to Forums Sign in | Join | Help | Forums
in Search





Make the world a better place.

receipting multiple batches

Last post 11-12-2009 3:04 PM by Misho Pikulic. 3 replies.
Page 1 of 1 (4 items)
Sort Posts: Previous Next
  • 11-04-2009 11:29 AM

    • Rose Orr
    • Top 150 Contributor
    • Posts 48
    • Organization: Community Living London

    receipting multiple batches

    I just attempted to post the following question in the "Export/Mail/Reports" section and I got a message about how the question needed to be approved by a moderator.  I have never gotten that message before.  Anyhow, I'm hoping that posting this question generally, rather than specifically, I may get a prompt response.  I attempted to run receipts using multiple batch numbers, that is, I ran the receipts using the following criteria: type ABC receipts from all batches with a batch number greater than 1900.  I was expecting about 75 receipts and instead I got 110  The additional receipts were from back more than 5 years ago and weren't even of the letter type I was asking for.  I have no idea what caused me to get those extra receipts and it turned out to be quite a job to get rid of the unwanted ones.  Any idea what I may have done wrong, or what step I may have missed that caused this to happen?

    Filed under: ,
  • 11-04-2009 3:33 PM In reply to

    Re: receipting multiple batches

    Can you be more specific about exactly what fields you used and if you enclosed the criteria in brackets? Gift Query? Used in the Mail/Recipts process?

    Laurel Quaintance
    Manager, Fund Development Services
    Friends of Bassett, Inc.
    607/547-3081

    Donate Now! https://www.friendsofbassett.org/fob.php

    Bassett Healthcare: Right Where You Need Us

    Bassett Healthcare, A network of 5 Hospitals and over 25 Health Centers, offers the finest medical care to residents of rural Central New York
  • 11-04-2009 5:11 PM In reply to

    • Rose Orr
    • Top 150 Contributor
    • Posts 48
    • Organization: Community Living London

    Re: receipting multiple batches

    Include: Batch Number = <ask>, Operator: "greater than or equal to" Value: 1900, filterd by the Fund 09926.  I am not sure if that info is clear enough but I'm not sure what else to say.  Which records to include is captured by the 'batch number is set to ask' and I wanted all spring mail receipts (Filters: Funds Include selected: 09926) in any batch equal to or greater than 1900.  The end result included more than 30 receipts that did not fall within those parameters - their batch numbers were well below 1900 and their fund was not spring mail  (09926).

    On a side note: why did my question have to be approved by a moderator?  That has never happened before.

  • 11-12-2009 3:04 PM In reply to

    • Misho Pikulic
    • Top 200 Contributor
    • User Since: 2004
    • Posts 33
    • Organization: Mount Sinai Hospital Foundation of Toronto
    • Products:  The Raiser's Edge

    Re: receipting multiple batches

    I did set up for our org. receipting for multiply batches.

    Query that I use has this criteria

    gift amount ( less than 250) , gift date <ask> receipts type =one receipt per gift, and gift type one of...select gift types

    At same time select gift date in mail module same as you have in query and it should work fine.

    Let me know if you need more details.

     

     

     

Page 1 of 1 (4 items)