We would desperately like to have a report where we can get the Net Giving Summary. Allow us to select the date range we need.
This is especially needed so that we can credit the correct funds of the church (i.e. Tithe, youth, Missions, etc.). this report also needs a way of recording the memo field, as some people give to special funds outside the regular funds and we need to find that.
thanks
I would like to suggest adding the "Net Amount" for the Amount in the giving statements. The reason for this is because someone might give $10, but without them covering the fees, in actuality we are only receiving $7+ after fees are deduced. This would help our record keeping needs. Thanks!
@Bowen Chin we show the net amount in the giving statement view and deposit view. Is there another place you are talking about?
@Adam Barry: Yes, the net amount is shown in the giving statement view. However, the net amount is not shown in the PDF summary statement. It shows the amount given, but without showing the net amount given in the summary pdf statement. This is needed for our needs since we use these receipt statements for financial record keeping.
It would be awesome to have a downloadable report detailing the net giving in a month, with the option to exclude the donor name.
A customizable Summary Report would go a loooong way in helping me reconcile our financials. The Export File, though customizable, is still too much information and not helpful in this regard. As it stands the Summary Report doesn’t do much other than give me a quick glance, but I can’t really do anything with it. It would especially be helpful to be able to see the actual amount that is deposited instead of just the gross amount before fees. Thank you!!
I would love the summary report to also show the fees and the net after the fees and not just the gross like it does today. Keep up the great work Tithely!
Yes this is needed
We will be updating our summary report to have net details in the near future.
@Adam Barry: Awesome! Thanks so much!!
Do you have any feedback from this suggestion? Is it in consideration? Would be nice to know because our book-keeper would really like this info. thanks
An update was pushed up for the Summary Report that displays the total fees and total net. While this does not cover all the requests around the net giving report, hopefully this helps.
@Adam Barry: So... are you saying that there is a download CSV of the net giving Deposit Summary, similar to your download CSV of the Deposit Transaction Details?
@Daniel Colantonio: This update was only for the Summary Report that is available on the Giving Statements page. We currently don't have a CSV export for just a deposit summary. A full detail of the deposit can be exported to the CSV or the summary section in the deposit details can be printed off