Hey there! Can anyone weigh in on best practices related to Campaign set up each fiscal year, ensuring that you're able to do pledge billing for multiple fiscal years? We're having an issue with funds not being able to cross fiscal years and wondering if anyone has a solution? Additionally, what are your naming conventions for your campaigns, do they include the fiscal year in the name?
When we go to do pledge billing on the 1st and 15th of each month: to be able to charge folks from FY19, we have to go switch the fund from FY20, back into FY19 to be able to do their pledge billing. Does anyone else have this issue?
We schedule our Pledge Billing report to automatically run. That way credit cards for both fiscal years can be processed.