historically our data entry has been 1 or even 2 months behind in data entry. if a check was written 11/1/2001, it could have been deposited 11/10/2001, and then reaches the hands of our bookkeeper, and then gets to data entry. if it gets entered a month later, the post date is 12/10/2001, while the deposit date entered is the date it actually went in the bank (could have been 11/2 or 11/3/2001). on other donations the lag is sometimes longer. thanks to our relatively new data entrist we are in much better condition but for 2001 it is still a problem. plus, the dates we would be reporting to our major donors would not be close to the date they wrote the check.
anyway... carl wrote, "You are correct that Last Year $ references the post date. How else could it work, since ebase doesn't come with a field to hold the deposit date?" on ALL payment entries we have a post date and a deposit date. he also wrote, "(this would involve a relatively simple change to the Fiscal Year field in the payments file, but I'm not clear yet on what other functions rely on that field and whether or not that change would cause problems. " so... the problem is that i don't know what problems it would cause. i'm not a filemaker "expert" by any means but can navigate around in it... if i knew what the consequences were. ----if i did the "relatively simple change to the fiscal year field" and then changed it back, would it cause any longterm confusion? ----or, is there another way to find people who gave 250+ TOTAL for the year of 2001? thank you very much for your help. -----Original Message----- From: Walter Daniels <[EMAIL PROTECTED]> To: TechRocks Support <[EMAIL PROTECTED]> Date: Tuesday, February 26, 2002 5:10 PM Subject: [support] Re: YTD and Last Year$ not correct >> the reason (i'm 99% sure about this) that my last year $ field is >> incorrect >> is because i believe it references the post date for payments, not the >> deposit date. this is a guess based on looking at peoples' payments. >> the calculation for "last year $" in the names file is "Sum(Payments Last >> Year::Amount)".... i'm not exactly sure of how i could change this to >> reference the deposit date, or the ramifications that that might >> have on any >> other fields that are somehow involved. >> any ideas? >> >I am not an accountant but I think they would consider the post date to be >the date of record. For most people I would assume that the post date and >deposit date are within a few days of each other and would not make any >difference except at year end. > >In what sense is last year $ field incorrect, i.e. what are you comparing it >to? > > > >------------------ >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 ---------------------------------------------------------------------
