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Fiscal Years

Last post 07-23-2008 12:09 PM by Michael Sherman. 2 replies.
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  • 07-18-2008 8:37 AM

    • Ashley
    • Not Ranked
    • User Since: 2008
    • Posts 13
    • Organization: Washington Academy
    • Products:  The Raiser's Edge

    Fiscal Years

    Our organization works pretty much around fiscal years for our annual campaign. In GiftMaker Pro, it was easy to see who gave in what fiscal year, how many years in a row they've donated, etc. I've been trying to put in donations in the Raiser's Edge, but there is no option for fiscal year, and when I look at campaign reports, I can't see the totals for separate fiscal years. Can I change this so it revolves around fiscal years? For example, our fiscal year 2008 ended on June 30, but we are still receiving donations for this past campaign, so I would normally record them under 2008, even though it is fiscal 2009.  

  • 07-23-2008 10:44 AM In reply to

    • Douglas Clinton
    • Top 10 Contributor
    • User Since: 2005
    • Posts 575
    • Organization: BB Test Site - do not change address or org name
    • Products:  The Raiser's Edge

    Re: Fiscal Years

    Hello Ashley,

    I checked in knowledgebase and you can set your fiscal year by following the steps in BB104853. In the date field for the Consecutive Years Report you can run the report based on This Fiscal Year, Last Fiscal Year, or Next Fiscal Year.

    I hope this helps!

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  • 07-23-2008 12:09 PM In reply to

    • Michael Sherman
    • Top 50 Contributor
    • User Since: 1989
    • Posts 127
    • Organization: Sarasota Orchestra
    • Products:  Accounting for Nonprofits, The Financial Edge, The Patron Edge, The Raiser's Edge

    Re: Fiscal Years

    Do you have your fiscal year set in configuration/general?

    Michael J. Sherman
    Database Administrator
    Sarasota Orchestra
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