Gift Date vs. GL Post Date: This option should be in analyze, lists and dashboards

Because we are not linked with FE, the gift date represents when a gift is received and the gl post date shows when the gift is counting in the financials. This is how we accurately track how donors view their giving as well as where we are to date to our fiscal year goals. The lack of this flexibility makes it challenging to use any of the analyze reports to get our revenue status. In addition, this situation also comes up often for contributions from corporations and foundations.

  • Shannon Moats
  • Jun 20 2017
Gifts
  • Attach files
  • Heather Callin commented
    May 20, 2020 18:52

    Couldn't agree more. Not all orgs use Gift Date for their Fiscal Year. The last few orgs I have worked in use the GL Post Date. Not being able to use that date, even in the Overview, makes the reporting inaccurate and does not align with our Year-to-Date report for our CEO.

    Attachments Open full size
  • Janna Ford commented
    June 10, 2019 13:11

    Being able to filter on GL Post Date from within NXT would allow Reports from NXT to match up with RE and FE. Not having the same filter options means we can't balance with FE which is frustrating for Fundraisers who aren't as familiar with pulling information from the database view and shouldn't have to spend the extra time to get this on their own.

    Attachments Open full size

Related ideas