I’m in the process of setting up our campaign structure for the new fiscal year, 09-10. We extended the end dates for campaign/fund associations for gifts designated to last fiscal year since we are still getting gifts for 08-09. As a result, during campaign set up, the system won’t let me associate any funds with the campaigns for next fiscal year since they are currently associated with last year’s campaigns. Is there any way around this? I’d like to keep the campaign/fund associations for last fiscal year active for a bit and yet still have campaign/fund associations for this fiscal year set up for any new gifts we receive.
Margaret,
Our fund dates for all campaigns are July 1 to June 30 however we do enter gifts for a previous fiscal year past June 30. We have a policy where we backdate all gifts to June 30 if they are for the previous year.
You don't actually need to move your fund dates forward in order to be able to post a contribution to the previous fiscal year.Dale
I'm hoping there's a way to do this without having to back date the gift. Anyone?
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you don't actually have to backdate the gift to apply it to the previous fiscal year, that's just our policy.
You will have to change the campaign that gets selected after you select the appropriate fund when you're entering the gift. Dale
Thanks for the correction Dale, I keep forgetting about the campaign pop-up window in situations like that. Just another FYI Margaret, it appears that your campaign does need to be active for it to show up.