Steve
A crude way of getting the totals you want is to get a found set of
payments for 2001 which just contains dues and contributions that are
tax deductible.  The found set can be sorted by dues, contributions and
name.  Depending on how many payments you have, you could omit from the
found set those individuals that have only one payment in the year -
this might get your list down to a workable size.  Then I would find or
make a layout that shows the information you need.  If you don't want to
take the time to design a layout with subtotals for each name, you may
have to use an adding machine tape or transfer the information to a
spreadsheet and get the totals in the spreadsheet.  This doesn't give
you the ability to issue the receipts from ebase but.....
 
Hopefully someone will show you how to get the sub-totals you need as a
new field in ebase.  You may also want to anticipate the need to have
the detail of all payments printed out for an individual in case they
question how you arrived at the total on the receipt.
 
 
Gerry A Hodgson
8871 Gay Road
Richmond BC  V6Y 2H8 
604 271 9877
 <mailto:[EMAIL PROTECTED]> [EMAIL PROTECTED]

-----Original Message-----
From: Steve Walsh [mailto:[EMAIL PROTECTED]] 
Sent: February 6, 2002 11:20 AM
To: TechRocks Support
Subject: [support] Calculating Contributions for Last Year


I am having a hard time calculating an individual's cumulative
contributions for last year in order to produce tax receipts (Canada).
Everything I have tried so far either gives me the sum of last year's
payments, dues and contributions together, or, the sum of an individuals
lifetime contributions.
 
Suggestions?
 
Steve
 
------------------ Reminder to each recipient: To change your list
account preferences, go to
http://email.sparklist.com/scripts/lyris.pl?enter=support and enter the
email address you used to subscribe to the ebase support list::
[EMAIL PROTECTED] To unsubscribe send a blank email to
[EMAIL PROTECTED]
---------------------------------------------------------------------
ebase - Relationship Management for Nonprofits, http://www.ebase.org
--------------------------------------------------------------------- 




------------------ 
Reminder to each recipient: To change your list account preferences, go to
http://email.sparklist.com/scripts/lyris.pl?enter=support  and enter the email address 
you used to subscribe to the ebase support list:: [email protected]

To unsubscribe send a blank email to [EMAIL PROTECTED]
---------------------------------------------------------------------
 ebase - Relationship Management for Nonprofits, http://www.ebase.org
---------------------------------------------------------------------

Reply via email to