I performed a query to find all who donated >= $300 in 2001. Unless the people in this found set have already given in '02, for many the amount showing in "Last year $" is the amount from 2000. So, I have folks who never gave in '01 showing up when they shouldn't and folks that gave >= $300 in '01 but NOT in '00 not showing up on the list when they should. Ebase updates to the correct info once I hit "View Payments". Does Ebase not automatically update for the new year?Jana Reister
Yes, I had a client with similar frustrations yesterday - the "year to date," "last year," and "previous year" fields seem to be buggy in 1.02.
Rather than spend a lot of time tracking down the bugs, I revised one of the standard reports in the Payments file to meet their needs.
If anyone knows a simple fix for that bug, however, we'd be happy to learn it.
The YTD$ calculation is one of the known bugs in version 1.02.
The correct calculation (as well as some other fixes) are in a FAQ on
the ebase help site.
Further, note that the YTD$ is a Fast Find Field, which is
updated only when one of the update scripts are run. Replace CURR Find
Fields runs when you go to the home screen and affects only the
current record. Replace All Find Field Values runs only when selected,
and affects all records which have a payment with a user-selectable
date range. This script should be run periodically to avoid working
with outdated data.
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