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Find contribution
Posted: Thu May 06, 2021 11:46 am
by whfpc
Is there a way I can find a specific dollar contribution and where the amounts were applied? I am searching for a $225.00 check from a member and it is not posted to his statement. We make copies of all checks and I am not locating the check anywhere. I did run a report from $224 - $225 and it shows we have two. I need to find the two and where they were posted..
Re: Find contribution
Posted: Thu May 06, 2021 12:23 pm
by Zorak
Do you record check numbers in Contributions? If so, you could run a Posted Contributions report for the date in question, then use the Find Text (binoculars button in the Report Preview window) to search for the check number.
Re: Find contribution
Posted: Thu May 06, 2021 12:34 pm
by NeilZ
whfpc wrote: ↑Thu May 06, 2021 11:46 am
Is there a way I can find a specific dollar contribution and where the amounts were applied? I am searching for a $225.00 check from a member and it is not posted to his statement. We make copies of all checks and I am not locating the check anywhere. I did run a report from $224 - $225 and it shows we have two. I need to find the two and where they were posted..
Try the SELECTED CONTRIBUTORS report, if you have a date, or range of dates this will help, but it does have an amount range, use the amount from 225 to 225. Leave the other selection criteria at the default.
Re: Find contribution
Posted: Thu May 06, 2021 12:57 pm
by whfpc
Selected Contributors!!! That's it!!!!!! I do not record check numbers, not a bad idea either.
Robin
Re: Find contribution
Posted: Thu May 06, 2021 1:04 pm
by Zorak
Yes, Selected Contributors is a MUCH better solution. Thanks, NeilZ