Using Online Express for Client Fees (non-donations)

Melissa Walker

Hi, 

In addition to using online express to process donations and event registration, we also need to use it to charge for trainings and client fees - things that are clearly not donations. But if everything is downloaded into Raiser's Edge, I am afraid it will get complicated, with us having to remember to back-out the non-donations every time we pull reports or look at numbers. 


Does anyone else use Online Express for non-donations? Can you offer any advice on solutions? 


Thank you!

Melissa Walker

Fund Development Manager

Human Options 

Jen Claudy

We don't currently, but we used to run registration for one of our programs thru RE.  We just set it up with it's own Campaign and Fund, which have (because those gifts & event registrations are all still in the system) Campaign & Fund Categories of "Non-Development".  Then reports and other data requests are done using Campaign Category = Development.  Easily excludes everything that needs to be excluded.


One of the things that is still being addressed with NXT and some of it's nifty giving totals and giving histories, but it'll get there.