When recording or processing a transaction in Gift Entry, you'll notice an optional field called Gift received on. This can be used when the gift was received on a different date to when you're entering it, such as cash placed into the offering plate on Sunday when you are recording it on the following Monday.
If a date is entered in the Gift Received On field, the transaction will utilize that date in your reporting. If the Gift Received On field is blank (such as with gifts made by the givers themselves), it will use the date the transaction was created. In addition, a Gift Received On date can be added to a transaction retroactively by Editing a transaction.
Here are the three main areas that will reflect this date:
|Please Note: Our system previously used the date the transaction was created for Transaction Screens and Exports. Beginning October 25, 2017 this was updated to use the Gift Received Date.|
All transaction screens will use the Gift Received date including Date Filters and Displayed Dates for both the admin and the giver.
Export files will use the Gift Received date in the "Date" field.
This includes both Native File Exports as well as our standard CSV/XLSX.
When a transaction is created with a Gift Received date, the email receipt that is sent to the giver will use that date. If, however, the Gift Received date is added to the transaction later, the email receipt will use the date the transaction was created in our system.
Annual Giving Statements
If you are using our Annual Giving Statements feature, all tax-deductible gifts with a Created On or Gift Received date within the calendar year will be included on the giver's statement.