Thanks, everyone, for your feedback. Sandy Luckhurst reached out through e-mail and we talked on the phone about how her organization handles credit card processing. She shared her 10 years of experience with me and knowledge with IATS and Authorize.net as well as the reports she uses to reconcile their...

I want to put this out there for all RE users to consider and help us come up with a solution. Our business office insists that we wait until credit card transactions have cleared the bank and are in our account before we send them deposits. As a policy, we batch all gifts. This means that we cannot...

Has anyone found a good way to create a daily/weekly donation report? I would like a report that shows all gifts for a certain time period (ie. each week) that includes: donor's name, gift amount, gift date, gift type/subtype, fund, appeal. Right now I'm using the Batch Control Report to alert...

I recently created a recurring batch and the resulting problem is that now my batch number is out by one. That is: I created a recurring batch and called it "Smith" batch so that I might run this batch each time Mr. Smith's donation comes in. Then I created a new batch of general donations...

Ditto, I export a copy to business office folder. I have also e-mailed the PDF to exec / dev director when they want to see what's coming through. Same export icon, just select PDF and Mail (last option for bottom list). You could email yourself a copy of it to print later or just export it (disk...

I am having some problems with my printer and it doesn't appear that it's going to be resolved anytime soon. Consequently, when I'm doing batches, sometimes I'm successful and get the Batch Commitment Control Report and sometimes I'm not. It is a source of great irritation to our...

One way to verify this is to check the box that says create control report and have it either preview or print so you can verify that the batch was committed and what batch number was utilized. There are steps during the process that you can cancel out and not commit, which may also have been occuring...

Hello All, We enter gifts through batch and on a few occasions in the last few months, although we have "committed" a batch and it appears to have been committed, the gifts within that batch have not "applied" into the constituents' records. Anyone know what may be happening here...

Does any one have a standard way they verify posting? I have found some posting errors; with our acquisition mailing where two gifts were posted to the same person and them, one gift is total missed. This causes a couple of problems, one you miss your new donor and the other you’re thanking...

We just ran a batch and had a cash donation along with our cheques. It was all set up as usual and all the cheques posted but the cash donation did not post to the donor record. It does not show up on the Batch Commit Control Report but it shows up on the Gift Batch Validation Report. It show up in the...