How to enter donations from a separate software

Options
Janet Luke
Janet Luke ✭
Fifth Anniversary First Reply
in Blackbaud Raiser's Edge NXT®: General Discussion
We used an auction software to run a recent event. Our business office pulled all donation information from the payment gateway (WePay) used by that software. How do I enter the auction gifts into Raisers Edge without "double crediting" the financial amount. I want to add the auction income and ticket sales entered in the auction software into by RE data base but don't know how to do it without effecting the dollar amount. 
Tagged:

Comments

  • Christine Cooke 2
    Christine Cooke 2 ✭
    Ancient Membership Facilitator 4 Name Dropper Photogenic
    If you establish a Fund(s) specifically for the event, then you can record and/or import the event $$ activity.  When you pull any reports or reconcile, whatever you can choose to include or exclude the Event Fund(s).  


    I have, and I think many do put the Event revenue into RE.  That activity has a different fund.  When doing overall reporting all info comes from RE.  So in the end.  RE is reconciled against the Event software you are using and also against Finance.  And Finance is reconciling again their own software they are using and the bank statements/reports and RE.


     
  • Steven Cianciarulo
    Steven Cianciarulo ✭
    Tenth Anniversary Facilitator 1 Name Dropper
    If what you're worried about is the gift hitting your GL twice, you can enter the gift in RE and give it a GL Post Status of Do Not Post. We do this all the time with money that came in through another system and got posted that way.
  • Janet Luke
    Janet Luke ✭
    Fifth Anniversary First Reply
    Thanks...that is exactly what I am concerned about.
    I'm not a RE expert...how do I give a gift a GL Post Status of Do
    Not Post?





    Janet
    Luke
    Director of
    Development



    The Pilot School



    (302) 478- 1740










  • Brenda Ryther
    Brenda Ryther ✭
    Ninth Anniversary Facilitator 1 Photogenic
    I have the same procedure as Christine Cooke.  I use a dummy fund codes for auction/event donations (cash, other or in kind) prior to and up to the event.  Once the finance office transfers net revenue as expenses are paid, I enter that under a different code that we use to report donation totals.  This way I can capture all the individual donors and I don't double up on $ when reporting revenue.  
  • John Heizer
    John Heizer ✭
    Ancient Membership Facilitator 3 Photogenic

    Janet Luke:

    Thanks...that is exactly what I am concerned about. I'm not a RE expert...how do I give a gift a GL Post Status of Do Not Post?
     




    Janet Luke

    Director of Development



    The Pilot School



    (302) 478- 1740











     

    On a Gift record, Miscellaneous tab, GL post status field.  Change from the default of "Not Posted" to "Do Not Post."  The same field is one of the mandatory fields if you use Batch.

    42fc6d70980fa24c6ec74f784f8e554d-huge-ca

     

Categories