Meaghan - it sounds like you may be making it more difficult than it need be. Guess I'm not thinking clearly on "usually use gift date or receipt date?" Not understanding what you mean. Do you enter a date even though you have not receipted the gift? For us the receipt date auto fills when...

Joan, On the Bio 2 tab there is a field for Receipt Type: One receipt per gift OR Consolidated receipts. For donors making monthly payments/payroll deductions etc I set this option to 'Consolidated receipts' on their records when pledge is made. Then at end of year I run a receipt. RE will add...

We just received a donation in the form of a retirement distribution check. My research shows that the tax advantages for this type of donation ended December 2009. I receipt this as if a personal check was received, correct? Thanks for your help!

There may be a better way - so I'll be watching other replies. This is what I do (we receipt using RE mail > receipt function): On bio 2 tab, change receipt type from 'one receipt per gift' to 'consolidated receipts.' To me the more complicated part is to prevent their receipt...

[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...

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...

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...

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...

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...

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...