>Yes, this is a point of confusion...depends upon how the
>organization wants to view and what they want to provide to donors.
> Personally, I think donors, while they are very much interested in
>what they give each calendar year (IRS), are also very educated in
>realizing that this won't match up to organizational fiscal
>year...so they do the shift themselves. So, I'm all for keeping it
>simple and consistent through and through....
>
>we calculate things here on fiscal year, and since it is changing,
>then I've made the case that we also need to change the database to
>be consistent. However, in doing those prior year comparisons,
>since it is a different time period, I wasn't sure how ebase handles
>that. As long as it is clear, and consistent, I don't think there
>should be a huge problem.
>
>So, what do you think? Will those prior years shift along with the
>definition of the new fiscal year?
Yes, as Walt has said, changing the definition of your year will
change all the summary fields to the new year. So after the change,
Last Year $ will be the total this individual gave during the
previous fiscal year.
You make this change by changing the month your fiscal year starts,
using the setup wizard.
From the home screen, click the Admin tab
- select Screen 2
- select the button Use Setup Wizard
- click the next button to take you to the fourth screen
- near the bottom is an item labeled "Fiscal Year Start Month".
If you are using a calendar year, it's probably set to 01- January.
Select the month your year starts.
- click next until you get to the last screen and click Done.
You'll need to run the script Replace All Find Fields to get the
summary fields to update to the new fiscal year definition.
--
--
Dave Shaw H4 Consulting
tel: 206-954-7526 fax: 206-625-1338
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