I have been working with Blackbaud over the past two weeks to try to produce my consolidated receipts for monthly donors. When I try to generate the output file to send off to my mailing house I am getting the message "Automation Error". As I said Blackbaud have been working on this...

I was wondering if anyone knows much about creating queries that will allow you to create tax receipts. I currently have created a query to do this, but sometimes the software will not put the appropriate date on the bottom of the tax receipt, and will default to "consolidated".......

Aren't they getting tax receipts from your payroll? It should be reflected on their form for income tax. Or if you're printing receipts in-house use recurring gift, mark them "consolidated" on Bio2 and send a receipt for last calendar year.

We are switching to Consolidated Receipts for our monthly donors who only wish one receipt at the end of the year. I know how to change to Consolidated Receipts in the Bio 2 tab, however there are no concise instructions anywhere as to how a gift needing a consolidated receipt should be entered in Batch...

The laws may be different in Australia, but to our recurring givers we only send one receipt at the end of each financial year. We set each donor with a Receipt type of Consolidated Receipts and then use Mail/Receipts with a Receipt type of 'Use custom data file' to create our own letters with...

Has anyone used Raiser's Edge to generate a end of year tax acknowledgement letter? Brenda Martinez Administrative Support Specialist CNM Foundation 525 Buena Vista SE Albuquerque, NM 87106 505-224-4688 [Email Removed]

I am trying to run receipts under mail and following the wizard to create a tax receipt and not getting the results I need. I am getting a receipt for each donation instead of a consolidated receipt. I have my constituents marked as consolidated under the receipt type. What am I doing wrong? Joyce

Here is what I do. On the Bio 2 tab we use the receipts type of consolidated receipts to handle those requests. When I do my daily acknowledgements I exclude anyone who has this receipt type. Which means the gifts stay as not acknowledged. At the end of the year I run consolidated receipts (one receipt...

Hi I have one problem and I am not sure how to handle. Our organization has a rule as soon as we process gift tax receipt should be in the mail....but One group of people who gave on monthly basis wants me to keep their tax receipts and mail them in Jan next year. That group is not constant (adding new...

Good Morning We have printed consolidated receipts for our constituents with recurring gifts. Does anyone know of a report which will print the following: Const. Name Consolidated Receipt # Receipt Amount (ie the total of all gifts printed on the receipt) I do not wish to have gifts itemized, just one...