Reports to Board
Uses the SYBUNT for Renewals report - pretty straightforward.
Exports and selects the previous year contacts in Excel.
Received funds by Dev Financial Types (also on user dashboard)
Last 7 Days (also on Dashboard)
Monthly Giving Club - sometimes a new contact doesn't get added??
Bookkeeping transactions report; also have to look for donations received with an Event registration. Not doing separate contributions - uses line-items. So have to pull the line-item report to get the data.
Event registrations don't allow separating donations... and not search-able. Manually creating the contributions. Want to be able to acknowledge gifts, search/group those contacts, and report. Be able to group those gifts by campaign.
Document recording a pledge payment... Civi warns there are pending pledge payments. (e.g. Elfreida Heirichs)
Historic Financial Type for "Pledge Payment" - which is deprecated... and Ed is going to remove.
For members to view their own pledges: gettinga permission denied from the user dashboard. Think we can grant the permission: "CiviContribute: access CiviContribute - Record backend contributions (with edit contributions) and view all contributions (for visible contacts)"
Custom Field: Additional Purchase Info :: Fiscal Year Applied to
One fiscal year gets set for all the recurring contribs in the series.. so they have to do a bulk update after the FY turns over.
Todd H Estabrook
Use a campaign
Use Deferred Revenue date for checks at the boundary.
Deprecate: Custom Field "Fiscal Year Applied to"
Deprecate: Appeal Code