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Report for Donor Restrictions

Posted: Wed Dec 03, 2014 8:02 am
by madonna
Is there a way to run a report of the list of Donor Restriction Accounts I have set up?

Re: Report for Donor Restrictions

Posted: Wed Dec 03, 2014 10:42 am
by NeilZ
madonna wrote:Is there a way to run a report of the list of Donor Restriction Accounts I have set up?
Not directly, you could just go into Fund Accounting -> Setup -> Maintain List of Donor Restrictions and copy that list by hand. Or you can run a Selected Transactions report using the account numbers from the start of the donor restricted accounts to the end. Save it to a MS Word file, then edit out everything but the account numbers and names of the accounts.