User Support Forum

Thanks for all the thoughtful responses. It appears that it's better accounting-wise to have separate accounts for these special projects, anyway. We ended up moving all the "designated" contributions into their own income account and setting up a specific expense account to make the donation to the...

I had a similar issue lately where I wanted to email contribution statements only to the late payers. I had about 20 people on the list... so I went in and changed their personal status to a new code, "late2024," ran the "All Contribution Statements" report and selected the new personal status code,...

Is there any update on this? We're having the same issue - we're collecting donations for an emergency relief effort and the imported contributions through Vanco aren't showing up with the designation, so I'm having to go in and reverse/correct all of them to make sure they go to the correct fund. :...