I have been in an ongoing back and forth with our Finance department over reporting on contribution date vs. post date. In Fundraising we typically do all of our reporting on contribution date. But Finance wants a monthly report based on postdate. With our adjustments this creates a lot of discrepancies between reporting. Does anyone have any recommendations for reporting or how to bridge this gap? Particularly if you have a report in Analytics? I was having trouble finding a way of reporting on postdate in Analytics.
Jessica, It kind of depends on what information they want, but for me, a lot of times, running a Tessitural G/L summary report can give me the finance information I need. It can be run by posting date, but you will need to know what account numbers they are trying to tie out. We also do try to post our contribution daily, so that any adjustments will still be accounted for within the month that they are made. I don't know anything about Analytics, though, so I can't offer any help there.