Calendar Year End Receipts

Judith Raub

Good afternoon.  I am in a Higher Education/University & Foundation office.  I have been trying to do calendar year end receipts and some of my fields are not coming in.  We are new to RE and I am stressed and panicked that I can't get these things to print correctly.  We have several gift types, funds, campaigns and many with benefits.


Any suggestions and/or assistance would be greatly appreciated.  Thank you for your time and assistance.

JoAnn Strommen

Judith,

How are you trying to pull your info?  Are you using Reports > Financial Reports > Annual Statement Report or Constituent Giving History?  Those are the two easiest ways to pull data for a large # of records but do pull different things. 


What specific problems are you having?

 

Judith Raub

JoAnn Strommen:

Judith,

How are you trying to pull your info?  Are you using Reports > Financial Reports > Annual Statement Report or Constituent Giving History?  Those are the two easiest ways to pull data for a large # of records but do pull different things. 


What specific problems are you having?

 

I am in Raiser's Edge 7.95 / Mail / Receipts and then a created file that takes all records not receipted and/or an attribute of CYL (our code for Calendar Year End only receipt).  I go through the word merge wizard which I started over and it is now pulling in the name and address block; wherein, initially it was only putting the comma that I added between the city and state.  It seems to be pulling the fund - I have hidden the campaign but from previous single receipts created by the consultant, must have it for the split gifts, and it pulls in the amount of the first donation.  My split gifts are not showing up and the benefits with the description and the Fair Market Value for deduction are not showing.  


Also, those that give by payroll deduct (twice a month) or multiple times seem to not be showing up or show up on different pages instead of one page with each individual date of gift, fund, amount, benefit description, FMV, any reference information, such as a tribute/memorial.


Thank you.

Christine Cooke 2

I wouild suggest using  Reports > Financial Reports > Annual Statement Report.  Since you are new to RE, you may not even know of it's existance.