Receipting Amount Payment Method Date ...NEW! and Updated!

This is a particularly powerful Q-Xpress selection. The video opens up existing and new features.

There are multiple criteria that can be used to focus on data selections.

Here is a list of how it can be used:

1.    Find all donations with dollar amounts (gift data) by date range.

2.    Find all donations with dollar amounts by a campaign type, campaign code or both.

3.    Find all donations with dollar amounts by Batch Number range and Date range.

4.    Find all donations with dollar amounts in a specific date and dollar range.  Please note these are individual gifts and not accumulated values.

5.    Find all donations with dollar amounts with a specific payment type, like Gift in Kind or our small ‘p’ pledge.

6.    Find all donations with dollar amounts that are Charitable or Non-Charitable.

7.    Find all charitable donations with dollar amounts where No Receipt is required.

8.    Find all donations with dollar amounts that use the Mailing List by value or where the value is missing.

a.    The Mailing List uses the Campaign Prospect Report which displays a count of gifts and total dollars by Mailing List field.

9.    Find all donations with dollar amounts which are yearly, showing the yearly total in the Amount field.

10.  Find all Voided donations with dollar amounts by date range.

11.  Find all donations with dollar amounts for a specific donor by date range.

12.  Find all donations with dollar amounts for a specific or group or Acquired By individuals or organizations.

13.  Find all donations with dollar amounts by Fiscal Year.

*** Where donations are requested for a ‘Significant Other’ couple who Share a Donor Summary, Include Dollar Amounts cannot be selected as @EASE only reports who is credited with the gift.

*** Do Not over select when choosing criteria … it is NOT necessary in most cases. 

For example to find all charitable gifts in kind from organizations by fiscal year. 

Enter only the date range, check off Payment Method – Gift in Kind, under Receipt Type choose Charitable and under Donor Type select Corporate.  Don’t forget to Include Dollar Amounts to get the gift details.

Download the Receipting Amount Document

Download the format for the Q-Xpress Export File Format