Search results matching tag 'consolidated receipts'

Re: consolidated receipts

734B5449-F556-4193-B75D-9D1C18774108 — Sat, 14 Nov 2009 05:31:16 GMT

[quote user="Yasina Raghavji"]

If a receipt is produce for a consolidated gift entry in error how do we resolve this issue using the reverse and reissue function in RE?

[/quote]

Your subject mentions consolidated receipt. Your message consolidated gift - not certain what you may mean by this. (Am not familiar with "reverse and reissue function in RE" - but this is what I've done when necessary)

If you have run receipts for any gift in error you will need to open the gift record and change the receipt status from 'receipted' to 'not receipted.' (I clear receipt # and receipt date boxes also, not sure if they will update later when I do receipt the gift or not). For a couple of gifts opening the gift records is generally not a problem. If you have a large number of gifts that you need to change to 'not receipted' you can also do so by global change if you have or can create a query of the gifts.

Once the gift records are marked as "not receipted" they will be able to be pulled through the receipt function again based on your receipt criteria/filters. If you do not think your gift date/amount/fund will sort out the gifts which you do not want receipted, you may want to temporarily change your constituent record from consolidated receipts. I have donors who give to 2 different funds - fund 1, each gift is receipted, fund 2, one receipt issued for the year. As my receipts filter for particular funds, this has worked fine for me. I can receipt gift to fund 1 when given without including fund 2.

Hope this helps solve your issue.

Re: Have consolidating receipting all year round and now want to issue one receipt and need to flag over 200 records as not receipted from donot receipt

734B5449-F556-4193-B75D-9D1C18774108 — Mon, 26 Oct 2009 20:37:30 GMT

Your message subject and message text as I read them present two different problems.

Issue 1: Do you want to issue one reciept for a particular gift or process consolidated receipts? Do you want to change 'consolidated receipts' to 'one receipt per gift'?

Issue 2: Do you also need to change "do not receipt" to "not receipted"?

First issue replied to in post that just went - (unsuccessful in retrieving it - so second post...)

The "receipt/not receipted" is part of gift record, not "constituent" record so you will need a gift query and then will need to run a global change >> gift >> receipt >> change "do not receipt" to "not receipted.

Does one of these posts cover your question?

Re: Receipt/Donor Acknowledgement Letters

61177DED-5C65-4F21-8F61-82BCA7B7079D — Wed, 22 Jul 2009 15:44:07 GMT

I'm not sure i understand completely

Let me see if I am getting this correct:

Donor A gives you a total of $300 - $100 For City X, $100 For City Y, $100 For City Z and there are many tributes that have to be linked to the actual fund/city.

You are currently entering one check as 3 separate gifts and you want to combine it into one receipt.

1) Have you tried Choosing Consolidated Receipts on the Bio 2 Tab of your donors?

2) Have you thought about using Split Gifts and Tribute Type or Tribute Description to manage the cities portion of the gift?

Re: producing consolidated receipts for individuals that have paid towardsa specific campaign.

566A79D5-7ACA-4287-AC35-A66387A9C6D0 — Wed, 29 Apr 2009 21:17:22 GMT

Yasina,

Melissa is correct -- the available fields in consolidated receipts are different than the one per gift options. Also, on a consolidated receipt generated by the Receipt function in Mail, you will be unable to provide any kind of detailed breakdown. It is for that reason that several of the clients that I have worked with in the past modify the Format tab of the Annual Statement Report (found in Financial Reports category on the Reports page) to indicate that it should serve as a consolidated receipt for the year. The nice thing about this report is that it provides detailed breakdown of the individual gifts and totals the receipt amount (tax deductible portion). If you would like, you can even remove the column that shows receipt numbers for the individual gifts so that your constituents do not have a blank column. Several clients have built a Solicit Code of Annual Consolidated Receipt only and then exclude those donors from the receipts they run regularly and then group those constituents and run the report above for them at the end of the year.

I hope that you find this information helpful,

Naomi

producing consolidated receipts for individuals that have paid towardsa specific campaign.

7c288b36-b83f-49ae-bda8-01761cfddaaa — Wed, 29 Apr 2009 16:23:56 GMT

We had received monies from consituents for specific campagin that ran over 4 months. These individuals were flagged to receive consolidated reciepts. When we tried to produce the receipts using a consolidated batch and identifying the campaign ID we could not produce the receipts please help me to figure out how to do it right. thanks

When we use the consolidated receipts batch for regular receipts it pulls the Saluation, Address and Gift amount information properly, yet when we used the consolidated recipt batch with no changes done to the informaiton being pulled withthe expeption of using selected records using the Campaign query the system did not give the output required. It pulled <<CnAddrSal_Saluation >> field and and <<CnBio_ID>> field we have no idea where that came from. Trust this helps a little bit.

Consolidate Receipts

0ea57c89-b105-4585-ad9a-0165bd118d72 — Tue, 20 Jan 2009 15:05:07 GMT

We are currently running a 3-year capital campaign, which includes an employee giving component. Beginning in July, 2008, employees had the ability to pledge to the campaign, and have their pledges deducted from payroll over the next 3 years.

As it is now the end of the year, I am preparing tax receipts for the roughly 400 employees who are participating. In the Bio 2 tab, the Reciept Type is set as Consolidate Receipt. I have set up a Mail merge in the Mail module for a custom receipt. When I run the merge and export, I get names and addresses, I get the YTD cash received. What I am not getting is the Pledge amount, and the remaining balance on the pledge.

In the "Fields to Export" tab, I have the following gift related fields selected:

Gifts. Receipt amount - printing out on the export
Gifts. Gift date - no values, but not a big deal, as I can make this the same date on every reciept
Gifts. Fund Description - it is exporting 1 Fund Description, since there is only 1 fund associated, but again, no values are being exported
Gifts. Amount - printing with the same vilue as Gifts. Reciept Amount, so I can probably lose it.
Gifts. Pledge Amount - no values. Exporting with 1 Pledge Amount field in options
Gifts. Pledge Balance - no valus. Exporting with 1 Pledge Balance field in options

Under filters, the only thing that is being filted is Consituent Codes, where it is filtering on Employees.

So, the question I have here is What am I doing wrong? If I run a query, I can get everyone's pledge and pledge balance. Why isn't it reporting out in the Mail merge?

Mail Musings: One Way to Consolidate

CCE45E4F-F77F-406F-91CB-35FD3D06E5D4 — Thu, 04 Dec 2008 21:54:00 GMT

A little over a week ago I was at the Charleston Conference speaking with clients in the Customer Support booth. (A little shout out, if you were at the conference and stopped by, it was nice meeting you and getting to know a little more about your organization). One thing I noticed while speaking to clients is there were a lot of questions that focused on one major theme: the Mail module. There were questions on Labels, Envelopes, Donor Acknowledgement Letters, Receipts, etc. So in light of the number of questions about Mail, I decided that my next few posts will focus on mailings.

To get started, I wanted to talk a little about Consolidated Receipts. As we are close to the end of the year, I thought this was a good topic to start with. Consolidated receipts are exactly what they sound like; they combine all of the donor's individual gifts into one receipt. So if a donor gave 5 gifts over the year, instead of getting 5 individual receipts, the donor would receive one receipt with the total gift amount. For donors who don't want to receive individual receipts for each donation (for example, monthly payroll deduction or recurring direct debit or credit card donors), consolidated receipts are a great solution.

The first step is to set up the donor’s record to receive consolidated receipts. To do this, open the donor’s record and go to the Bio2 tab. In the Receipt type field select Consolidated receipts, and save the record. To create and send your donors consolidated receipts, use the following steps:

Create a query of constituents with a consolidated receipt type.
Add the desired output fields and check the query results. Save and close the query.
In Mail, create a new Receipt parameter set.
On the General tab, select the desired receipt type. If using pre-printed receipts, select Pre-printed receipts. If creating a custom receipt in Microsoft Word, select Create custom data file.
Select to Include records from the query created in step 1.
On the Fields to include tab, select the fields that you want included on your receipts.
Complete the remaining tabs to create the receipts.

The end result is each donor will receive a consolidated receipt that summarizes his giving for the date range for which you ran the mailing. For more information on running consolidated receipts, check out Knowledgebase solution BB29002.

Does your organization use consolidated receipts? If so, do you have any suggestions for your fellow Raiser's Edge users? If you do, please leave a comment on this post.

Consolidated vs One gift per receipt

9CB94221-AA92-47BF-8D07-F3BC2220CF6A — Thu, 17 Jul 2008 20:28:44 GMT

Hello everybody

I have to post this one simply because of my frustration regarding issuing receipts.

Problem that I have is very simple. When issuing receipts for donations system will issue receipt for records marked as receipt type=consolidated receipts under Bio2. According to Blackbaud, solution to prevent this is to create attribute and then use Attribute tab in mail to include or exclude consolidated receipts. Sound good but when you have more that few thousands records marked consolidated and number is changing on daily basis it is hard to push data entry person to change record on 2 places instead one.

I wonder why they did not include opt out option in mail for selecting receipts type(like for deceased or inactive constituents)?

At the end I created custom query for day to day receipts where I excluded records marked as consolidated receipts from mailing but that's not a proper way to do receipts.

Now if they have to issue receipts for events I have to remember to exclude consolidated receipts from gift query :(

Pull more detail for consolidated receipts

4CB4B29F-964F-4E1B-B919-304C191C070E — Tue, 15 Jul 2008 20:57:07 GMT

Has anyone been able to use VBA to pull out extra data during a receipt run? More precisely for consolidated receipts?

My problem lies within consolidated receipts. Since RE does not export any kind of detail on camp fund appeal... for consolidated receipts, I have tried to devise a way to pull it out with VBA. Basically, I need to have the fund(s) appear on the receipt, so basically, I want a summary by fund for consolidated receipts. I was able to find a nice little event that fires after the export and before the merge (in mail). I started writing code to open the data file exported and update the amounts. When I came to test the code, I realized that the event is triggered before the "mark gifts as receipted" operation. This means that the code I added is useless as I was looking up the amounts in RE based on receipt number (and receipt numbers in RE are only assigned after the "mark as receipted" operation).

Has anyone figured out how RE marks as receipted? If there is a listing of gift IDs and receipt numbers somewhere that I can hack into (or investigate for David ), I will be able to complete my procedure.

Thanks in advance,

William

Re: Receipting Monthly Gifts

EF4A91CA-89E8-4A28-AE72-827C0FBD1814 — Fri, 07 Mar 2008 13:54:14 GMT

We don't receipt payroll deductions generated from our employee giving program because these donations appear on employees' T4 slips under 'Charitable Contributions' (Canada). However, we have around 200 monthly donors through credit card and EFT/direct debit. They are coded 'Consolidated receipts' under 'Receipt type' on the Bio2 tab. At the end of each year we run consolidated receipts for all of these donors. When this process is done, I run a query to search for any 'Not Receipted' gifts for the year to make sure all gifts for the year have been receipted. We also code all monthly donors with a constituency code of 'Monthly Donor' so we can easily query on them, using the 'From' and 'To' fields to track when they start and stop monthly giving.