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Funds that are not receiptable
Posted: Thu Mar 10, 2022 12:14 pm
by UnitedC
We have some funds that record payment for books, subscriptions etc. from members of the congregation which are received through envelopes but should not be included in the tax receipt at the end of the year. Is there something we should be doing when setting up these accounts that makes them not receiptable so they don't show up on tax receipts?
Many thanks.
Re: Funds that are not receiptable
Posted: Thu Mar 10, 2022 4:17 pm
by NeilZ
UnitedC wrote: ↑Thu Mar 10, 2022 12:14 pm
We have some funds that record payment for books, subscriptions etc. from members of the congregation which are received through envelopes but should not be included in the tax receipt at the end of the year. Is there something we should be doing when setting up these accounts that makes them not receiptable so they don't show up on tax receipts?
Many thanks.
I'm not sure about v11.55, but v12 and up have a box on the Contribution Fund when you view them via the
Maintain List of Contribution Funds that says
Include fund on statements uncheck that box.
You could also number the fund outside of the range you normally use for contributions, and exclude that range from reports; or use Accounts Receivable to handle this function.