Hi,
I'm working with a small independent school to get our records set up in
ebase. I've been playing around with ebase: entering some data by hand
and importing some names, setting up Affiliations, Issues, and Action
Prefs to fit our activities, trying out queries based on these, etc. I
think I'm getting a pretty good idea of how to set things up so that we
can get back out the information we want.
I'm having some trouble with the "Payments" area, however; it doesn't
seem to fit our organization very well:
1) Our income comes from Tuition, Grants, and Contributions, primarily,
with some income from Events and Sales. "Dues" doesn't apply at all.
2) While I can add an accounting code for Tuition, if I set "Payment
For" to Tuition, I won't see the payment on the payments screen (unless
I modify the layout).
3) Tuition payments are really different from "Giving" -- in general, if
I'm reporting on giving, I'd like to exclude tuition payments. But it
appears they get lumped in with the rest, even if they're marked as
"nondeductible". Short of customization, is there any other way to
handle this?
4) It might be nice to use "pledges" to record tuition agreements, which
would help us find parents whose tuition payments are overdue. Any
thoughts on whether this would be an appropriate use of pledges?
5) Finally, it would be nice to be able to base the "member level" on
the contributions, not dues. But I understand that member level is
coded within ebase to be calculated based on the Dues payments only, and
I'm hesitant to muck with the logic here.
It seems like it might be best simply to
a) create our own summary field to accumulate contributions and assign a
"donor level" based on this field, and
b) separate the tuition into a custom table or custom fields, rather
than including it with the other contributions we get.
Any thoughts or comments from other schools, or suggestions from more
experienced users?
-- Nellie Pennington
[EMAIL PROTECTED]
for Open Fields School
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