Pay-Other in the Raiser's Edge

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Good Morning! I'm curious if your organization uses the gift type, pay-other. If so, are you integrated with The Financial Edge? My organization would like to use the gift type to record pledge payments made via SGO's. Our Business Office is against us using the gift type because of how it comes across in The Financial Edge. Any insight would be most appreciated. Best, Amy Pitcher
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  • JoAnn Strommen
    JoAnn Strommen ✭✭✭✭✭
    Ancient Membership Facilitator 4 Name Dropper Photogenic
    Amy P.:
    Good Morning! I'm curious if your organization uses the gift type, pay-other. If so, are you integrated with The Financial Edge? My organization would like to use the gift type to record pledge payments made via SGO's. Our Business Office is against us using the gift type because of how it comes across in The Financial Edge. Any insight would be most appreciated. Best, Amy Pitcher

    We are integrated with FE.  We don't use it - I know there are differences in how it works with FE but never looked into what. 

    Other options you could consider are gift sub-type which can be directly linked to specific GL.  Field can be queried on.  We have a table of gift sub-types and use it for variety of purposes. Some linked to GL accounts, others not.   If you just need reports from RE for the payments you could also use Gift Code. 

    Just a couple of options business office might be willing to consider. [:)]

  • Amy P.:
    Good Morning! I'm curious if your organization uses the gift type, pay-other. If so, are you integrated with The Financial Edge? My organization would like to use the gift type to record pledge payments made via SGO's. Our Business Office is against us using the gift type because of how it comes across in The Financial Edge. Any insight would be most appreciated. Best, Amy Pitcher

    we use pay-other and are intregrated with FE and don't have any problems.

  • @Amy Pitcher Hi Amy! I am new to RE, and we are new to the SGO, so I'm curious as to which method you went with for your organization. Any information you'd be willing to share would be appreciated!

  • Karen Diener 2
    Karen Diener 2 ✭✭✭✭✭
    Ancient Membership Facilitator 3 Name Dropper Photogenic

    @Amy Pitcher because the abbreviation isn't familiar to me, what is SGO? I'm always looking for opportunities to learn and understand!

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