> 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. >
We decided to make the Post Date equal to the date in our accounting program which is roughly the deposit date. This makes it easy to find the accounting record when someone calls up and says that they joined on some date, usually taken from their cancelled check. The other date in ebase is the Dues start date. This is not always equal to the post date for a variety of reasons, e.g. prepayment or late payment. You may not know that the Post Date is autoentered to be today's date but that you can change it to anything you want. Most people hustle checks off the bank quickly so they don't lose interest. They may then get entered into accounting or ebase at some later time. I think the accountants would use the date of deposit as the post date even if they are very delayed in data entry. ------------------ 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 ---------------------------------------------------------------------
