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10/14 Forums Roundup
We want to know how you use the Forums - please take our poll in Forums Feedback. Here are last week's most popular Forums posts as well as unanswered posts: Most Popular Topics: Batch Commit Control Report Event Essentials Question Using Microsoft Query to access the database...? Pledge Payments...
Posted to
Weblog
by
Douglas Clinton
on 10-14-2009
10/6 Forums Roundup
We want to know how you use the Forums - please take our poll in Forums Feedback. Here are last week's most popular Forums posts as well as unanswered posts: Most Popular Topics: Third Party Payments on Pledges Batch Commit Control Report New USPS Regulations (NCOA) Pledge Payments Unanswered Posts...
Posted to
Weblog
by
Douglas Clinton
on 10-07-2009
Re: Batch Commit Control Report
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...
Posted to
Forum
by
JoAnn Strommen
on 10-06-2009
Batch Commit Control Report
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...
Posted to
Forum
by
Rose Orr
on 10-06-2009
Re: Commitment report not printing and applying to constituent record
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...
Posted to
Forum
by
Laurel Quaintance
on 07-09-2009
Commitment report not printing and applying to constituent record
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...
Posted to
Forum
by
Barbara Osborn
on 07-08-2009
Verifying posting gifts.
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...
Posted to
Forum
by
Debbie Drummond
on 09-14-2007
Batching
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...
Posted to
Forum
by
Joyce Buckler
on 08-24-2007
After-Batching Procedures
Hi all, I have a few questions regarding why we are doing what we're doing for After-Batching procedures. It was reccomended to us, and I went along without know the why's, that we copy the gift cover sheet and photocopy the check or back-up documentation and file in a Batch envelope. Each batch...
Posted to
Forum
by
Elizabeth Brokaw
on 07-23-2007
Constituent Batch
I'm relatively new to RE and I'm attempting my first constituent batch. I did a couple test runs with one or two constituents which added them fine. But when I entered the full batch, it said it committed but the constituents were not added. Then I did another test with just a couple and same...
Posted to
Forum
by
Carol Boone
on 07-31-2006
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