Direct Debit Gift Date and Transaction Date not Matching

The gift date and transaction date don’t align for direct debits. We understand disbursement dates also don’t align, but we can run a report that shows both the gift dates and disbursement dates. The issue is that direct debit gift dates on a donor’s account pull on the following date’s transaction dates. This makes our numbers off and will cause an issue with our accounting. I was told there is not a report that shows both the gift date and transaction date, which we need.

  • Stephanie A
  • Feb 28 2025
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