Report reconciling Convio TeamRaiser bill with funds raised per TR?

Mike Infranco

For internal billing purposes, I need to track how much $ in TR fees we are incurring per individual TR, not over all TRs.

 

To do this, I've been running a TR "Gift Details" report for the relevant month (for both our TRs as a first test), and am totalling the "Additional Gift Amount($)" and "Fees Paid" columns.  But the totals aren't coming up exactly right -- my report is coming up 2.8% less than what Convio is reporting in my monthly bill.

 

Has anybody done this before and gotten the right number?

 

Thanks!

 

 

Kent Gilliam

Hi Mike,

 

This is really something to ask your CSM to check for you to confirm your billing is correct. I'm not familiar with the billing at all but I don't know why you're adding in Additional Gift Amounts if you're trying to determine Reg Fees. 

 

Try running a Gift Summary by Participant report and see if that gets you the correct number. This will put each participant on one row and list everything you need such as total fees, total number of gifts and such. I think it will be the better report.

 

Let me know if this helps.

 

Kent

Mike Infranco

Kent Gilliam:

Hi Mike,

 

This is really something to ask your CSM to check for you to confirm your billing is correct. I'm not familiar with the billing at all but I don't know why you're adding in Additional Gift Amounts if you're trying to determine Reg Fees. 

 

Try running a Gift Summary by Participant report and see if that gets you the correct number. This will put each participant on one row and list everything you need such as total fees, total number of gifts and such. I think it will be the better report.

 

Let me know if this helps.

 

Kent

Kent,

 

Convio Billing said that basically anything running through the TR would be subject to fees, which is why I included the additional gift amount. Looks like I have the right reports -- all of them are showing the same total, but they're all consistently off from what's on the bill. I suspect it's because we didn't refund some test transactions until the next month.

 

 

 

Kent Gilliam

Mike Infranco:

Kent,

 

Convio Billing said that basically anything running through the TR would be subject to fees, which is why I included the additional gift amount. Looks like I have the right reports -- all of them are showing the same total, but they're all consistently off from what's on the bill. I suspect it's because we didn't refund some test transactions until the next month.

 

 

 

I see. I didn't know if the bill was itemized or not. Another thing you might check is if you have any sustaining gifts being processed through a TR event. I'm not familiar with any of your TR events so I'm not even sure if you provide a monthly giving option but if you have in the past then I believe those monthly gifts for past events would still be showing up on your current bills. And since you're only reporting on the most-recent event, it wouldn't be showing funds from an even earlier event. I'm really not sure how we handle the billing of sustaining gifts done through a TR event though but your CSM would know. I'm not sure if this even applies to you but just something I thought of that could be making the difference in addition to your test transactions that you refunded later.

 

Kent 

Mike Infranco

Kent Gilliam:

I see. I didn't know if the bill was itemized or not. Another thing you might check is if you have any sustaining gifts being processed through a TR event. I'm not familiar with any of your TR events so I'm not even sure if you provide a monthly giving option but if you have in the past then I believe those monthly gifts for past events would still be showing up on your current bills. And since you're only reporting on the most-recent event, it wouldn't be showing funds from an even earlier event. I'm really not sure how we handle the billing of sustaining gifts done through a TR event though but your CSM would know. I'm not sure if this even applies to you but just something I thought of that could be making the difference in addition to your test transactions that you refunded later.

 

Kent 

Thanks Kent. I hadn't even thought of sustaining gifts, but we don't offer that ability on our TRs. I follow up with my CSM to see if I can get a more detailed breakdown.

 

Mike