Monthly Gift Report

There will be donations listed in LP6 under account 30-2140-8793 as each month progresses. At the end of the month, run the monthly gift report to use as verification of donations for posting. Check with Finance Manager regarding any discrepancies. File report in accounting file cabinet under account number.

To run reports of gift donations for a period of time, go to VIP and then to the "Report" tab and then select "Gift Report writer", as shown below or use this link:

Click "View Request List":

Enter "Nassor, Kamar" and you will get a pop-up list of reports including the "Monthly Gift Report":

Select the blue hyperlink "Monthly Gift Report". Give it a unique download name and select a deposit date range, usually a given month:

Select "submit" and you will see the following:

You will receive an email when the report has been run:

Go back to VIP and select the "Download/Upload" tab. Then select "Download a gift report":

Enter the name you gave the dataset and submit:

You will get the following message. Download to Excel and use to reconcile items in LP6 in *DEFINE.

Coding: 3: Admin 4:donate 5:donation