We are looking at Risk Management regarding what changes can happen to gifts after banking and receipting. In the future we would like to integrate RE with our financial system (currently Acc Pac) but it is not a priority project right now.

What are the benefits to posting to the GL if our accountants are not using the reports to reconcile/post? Does this not add work for the data entry staff if changes need to take place on records after they are posted (temporary data entry staff errors, NSFs, etc)?

Who takes responsibility for Posting at other organizations? Adjustments?

How do we determine the best dates to use regarding Gift Date and GL Post Date: Currently we use the data entry day for both (even though we are not posting)?

Can we alleviate risk by changing the Security/User Rights to edit/delete of gifts instead to alleviate risk and then Globally Change the status to Posted months later and away from busy processing time?

Thank you,

Tim Bishop

Database Analyst, Covenant House Toronto