My organization just recently went through our annual audit. Though we ended up getting all of the info we needed to the auditors, I feel like there has to be an easier way to run one report that will get them everything they need to know easier.
I was wondering if anyone could point me to any reports they use to get the following, and I'll see if they match up with what I have been doing, etc.
1) Listing of all individuals/organizations (and addresses) who give more than a certain amount within a fiscal year
2) Listing of individuals who make new pledges greater than a certain amount within a fiscal year.
3) Listing of entire fund activity within a fiscal year with corresponding GL codes.
Our finance department does not use Tessitura, and I'm hoping better practices will help us with reconciling at year-end as well. Thanks!
Thanks for all of your help!
I will want the same information! Thank you Debbie for putting this out there.
Laura Chaney
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Debbie Volkens Sent: Wednesday, September 02, 2015 2:28 PM To: Laura Chaney Subject: [Tessitura Development Forum] Audit Reports
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