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New Contributions Reporting including Refunds?

Nicholas Hudson-Ellis (Past Staff Member)
$organization

Hello all,

My org has been using the New Contributions report with success for reporting on new members to a certain program. However, we have come across an issue where the New Contributions Report does not seem to present an adjusted contribiution (ie: a refund).

This has caused some concern when the GL Summary Reports that our Finance team work from do not match the New Contribitions Report in the case that the reporting period includes a refunded contribution that was originally made in an earlier period.

Has anyone else faced similar issues?

Cheers,

Nicholas

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  • $organization
    Nicholas,

    Yes, we have. We run a second report to work in tandem with the New Contributions Report. We run the Transactions by Posting report on a monthly basis for our finance department and we run the New Contributions Report on a weekly basis for Development. This seems to catch all transactions currently necessary for both departments.

    I hope this helps.

    Marie

    --
    Marie Kocher | Development Assistant
    Kansas City Ballet
    Todd Bolender Center for Dance and Creativity
    500 W. Pershing Road, Kansas City, MO 64108
    816-931-2232 x 1382 | 816-931-1172 (fax)
    mkocher@kcballet.org

    Buy tickets and enroll for classes: www.kcballet.org



    -----Original Message-----
    From: Tessitura Development Forum on behalf of Nicholas Hudson-Ellis
    Sent: Sun 7/15/2012 6:51 AM
    To: Marie Kocher
    Subject: [Tessitura Development Forum] New Contributions Reporting including Refunds?

    Hello all,

    My org has been using the New Contributions report with success for reporting on new members to a certain program. However, we have come across an issue where the New Contributions Report does not seem to present an adjusted contribiution (ie: a refund).

    This has caused some concern when the GL Summary Reports that our Finance team work from do not match the New Contribitions Report in the case that the reporting period includes a refunded contribution that was originally made in an earlier period.

    Has anyone else faced similar issues?

    Cheers,

    Nicholas




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!
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  • $organization
    Nicholas,

    Yes, we have. We run a second report to work in tandem with the New Contributions Report. We run the Transactions by Posting report on a monthly basis for our finance department and we run the New Contributions Report on a weekly basis for Development. This seems to catch all transactions currently necessary for both departments.

    I hope this helps.

    Marie

    --
    Marie Kocher | Development Assistant
    Kansas City Ballet
    Todd Bolender Center for Dance and Creativity
    500 W. Pershing Road, Kansas City, MO 64108
    816-931-2232 x 1382 | 816-931-1172 (fax)
    mkocher@kcballet.org

    Buy tickets and enroll for classes: www.kcballet.org



    -----Original Message-----
    From: Tessitura Development Forum on behalf of Nicholas Hudson-Ellis
    Sent: Sun 7/15/2012 6:51 AM
    To: Marie Kocher
    Subject: [Tessitura Development Forum] New Contributions Reporting including Refunds?

    Hello all,

    My org has been using the New Contributions report with success for reporting on new members to a certain program. However, we have come across an issue where the New Contributions Report does not seem to present an adjusted contribiution (ie: a refund).

    This has caused some concern when the GL Summary Reports that our Finance team work from do not match the New Contribitions Report in the case that the reporting period includes a refunded contribution that was originally made in an earlier period.

    Has anyone else faced similar issues?

    Cheers,

    Nicholas




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!
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