Content Comparison

1

PP-4361

Batch Processing - gifts

Enter a payment (cheque) and link to a pledge for an account with multiple contacts and close batch. Set the Gift Recognition Credits

Set the Gift Recognition Credits to one contact against a joint pledge then enter a payment (cheque) for that pledge and close batch. Check Gift Recognition Credits created

GA-0042

2

PP-4363 ?

Bio Updates

Decease a contact check open pledges reminder

To test PB "Deceased Notification Starter" which fires off Flow "USyd Deceased with Open Pledges Notification - V5"

3

PP-4362

Receipting

Acknowledgement letter generation for GST applicable transactions

run Apsona Report "Acknowledgement Report - Dues"
run merge action "AcknowledgementDues"

Duplicate of 4397

n/a - duplicate

4

PP-4364

Receipting

Consolidated Receipt Generation

5

PP-4365

Receipting

Generate Different Wording for donation receipts where the Parent Campaign is memorial/Celebration Giving

I tested on Receipt 000013975 in UAT and seems to be working using Apsona multi step report "New Non - Email Receipt"

GA-0025

6

PP-4366

Batch Maintenance

Batch Approval Report

Run Batch Approval Report; ensure Batch Control Verification-Gifts and Batch control Verification - Pledges are working; Trigger Peoplesoft Validation and change owner on a batch

GA-0001

7

PP-4067 / PP-4367

Batch Processing - gifts

Process a gift in kind (personal property or real property), record the description and close the batch

GA-0011

8

PP-4368

Batch Processing - pledges

Single payment pledge

9

PP-4369

Batch Processing  - Dues

Enter a transaction for dues/membership and close batch

I don't see SmartMembership as mentioned in https://affinaquest.zendesk.com/hc/en-us/articles/360044350872-Dues-and-Membership

10

PP-4370

Batch Processing - gifts

Process a gift against an Estate with the singator being the deceased person linked to the Estate

Estate Account

GA-0041

11

PP-4371

Receipting

Generate acknowledgement of funds not a tax deductible receipt (grants both research and non research different text?)

This is not built yet!

12

PP-4072 / PP-4420

Receipting

Generate donation receipt

GA-0014

13

PP-4373

Batch Processing - Modifications

Modify a payment schedule of an existing pledge where there have been payments made against the pledge by voiding the transaction and reentering the schedule

Do a multi step mod of an existing pledge where there have been payments made against the pledge by voiding the transaction and reentering the schedule. Check soft credits

14

PP-4374

Batch Processing - Modifications

Modify the frequency and or installment amount for an existing continuity pledge

?

15

PP-4375

Batch Processing - Modifications

Modify the frequency and/or installment amount and/or duration for an existing finite pledge

16

PP-4376

Reporting 

Monthly pledge prep and processing

Monthly pledge prep and processing Ensure the following reports work

Batch Creation report

NAB transact upload file (Apsona report)

17

PP-4077 / PP-4377

People soft Integration

Run the validation on the following in a single batch to feed to the GL. Voids and Payments. 

skip for blue sky

After a 'Feed' batch containing void and payment rows is closed generate Peoplesoft integration files and check

GA-0021

18

PP-4378

Reporting 

Print the banking and settlement report and compare it to the items you entered on the batch

I think this cannot be automated?

This needs to be on a cheque batch

GA-0026

19

PP-4379

Batch Processing - gifts

Record Mutliple soft credits across households within the batch and close the batch

Combine this with PP-4381

GA-0034

20

PP-4080 / PP-4372

Receipting

Reproduce receipt after modifying the gift

I raised a ticket to AQ because receipt is not being voided. According to AQ, receipt is not voided by the process.

GA-0015

21

PP-4381

Batch Processing - Modifications

Add or delete a soft credits on an existing gift or pledge

GA-0036

22

PP-4382

COA

Add a restricted donor to a chart of account and save

Create a new COA with a restricted value ensure validation in place of tick box and account link

GA-0033

23

PP-4383

Batch Processing - Modifications

Remove a payment against an existing pledge by voiding

GA-0037

24

PP-4084 / PP-4384

Post Batch Processing

Add, change, delete a campaign on an existing gift or pledge

GA-0016

24B

Post Batch Processing

Add, change, delete a campaign on an existing gift or pledge

AQ recommendation we do this straight on gift/pledge instead of smartbatch.

GA-

0016B

25

PP-4385

Post Batch Processing

Add, change, delete an EFT reference number against a payment

26

PP-4086 / PP-4386

Batch Processing - Modifications

Change the amount on an existing gift or pledge

This shoul be for one off gift only. Pledges covered in 4375

GA-0017

27

PP-4387

Batch Processing - pledges

Creat a joint legal credit pledge

Create a joint legal credit continutiy pledge

GA-0038

28

PP-4388

Batch Processing - pledges

Create  a recurring gift and pledge and close batch

Create a recurring gift and pledge for a single contact household and close batch

GA-0029

29

PP-4389

Batch Processing - pledges

Create a recurring gift and pledge for an account with multiple contacts where one contact has the legal credit and close batch

GA-0030

30

PP-4390

COA

Create a new chart of accounts and use the next sequential designation code

GA-0032

31

PP-4391

Batch Processing - pledges

Create a pledge or and link it to an opportunity

Create a pledge and link it to an opportunity. Ensure the pledge status is active after closing

GA-0031

32

PP-4092 / PP-4392

Batch Processing - pledges

Creating a batch for Bequest Budget

Create a Planned Gift Pledge with a Batch Source of data of Bequest Budget

GA-0013

33

PP-4093

Bio Updates

Test a join, separate, and decease request

This should be split into three tickets

GA-0005

GA-0006

GA-0007

GA-0008

34

PP-4094 / PP-4394

Batch Processing - pledges

Creating a pledge and add instalments

GA-0003

35

PP-4395

Receipting

Ensure copy of receipt is attached to receipt record after printing

Enter a payment (cheque) and add a bequest Intention/confirmation and close batch. Ensure that cheques details for drawer, Bank and BSB are recorded in separate fields

36

PP-4096 / PP-4396

Batch Processing - gifts

Enter a payment (cheque) and close batch

GA-0004

37

PP-4124 / PP-4397

Receipting

Test that the dues/membership receipt works

GA-0019

GA-0020

38

PP-4398

Post Batch Processing

Add, change, delete a recognition credits on an existing gift or pledge

39

PP-4399

COA

Clone an existing chart of accounts and make some changes

GA-0028

40

PP-4400

Batch Processing - gifts

Create a payment against a recurring gift and close the batch with multiple contacts and post the batch

I had combine this in the testing of PP-4389.  Payment included in GA-0030

GA-0030

41

PP-4401

Post Batch Processing

Deactivating a recurring pledge by updating the pledge status to deactivated

GA-0035

42

PP-4129 / PP-4402

Batch Processing - gifts

Enter a payment for a customer account with multiple contacts and assign the legal credit information and the recognition credit information

Assign the legal credit to one contact and close batch

GA-0009

43

PP-4403 / PP-4130

Batch Processing - gifts

Enter a payment against a pledge and close the batch

GA-0024

44

PP-4131 / PP-4404

Smart Batch

Enter a payment against a pledge and close the batch with multiple contacts

Enter a payment against a pledge on an account with Mutiple contacts and close the batch

GA-0010

45

PP-4405

Reporting 

Generate the Advancement Services Banking & Settlement Report to Finance & Treasury

Duplicate of 4378

n/a - duplicate

46

PP-4133 / PP-4406

Batch Processing - pledges

Create a Joint Credit Pledge. Attach a soft credit to a pledge

GA-0018

47

PP-4407

Batch Processing - gifts

Process a payment for credit card and use the batch item screen to enter the card type and last 4 digits of the card and close batch

GA-0023

48

PP-4408

Batch Processing - pledges

Record that a pledge needs a reminder when entering a batch item

GA-0022

49

PP-4136 / PP-4409

Batch Processing - pledges

Write off a pledge and post batch

GA-0002

50

PP-4410

Receipting

Change the acknowledgement on a gift from NR to Default. Rerun the receipt and confirm if it attaches the PDF

GA-0027

51

??

Smart Batch

Gift Pledge Correction

GA-0012

52

Batch Maintenance

Trigger Peoplesoft Validation on a Gift/pledge correction batch type (at this stage this is a bug)

53

Batch Maintenance

Ensure USYD Batch date works

54

Batch Maintenance

Ensure Notes field and Object are available on Page Layout

55

Batch Maintenance

Ensure Task object is available on Batch Item

56

Batch Processing - gifts

Enter a third party payment against a pledge and close the batch

GA-0040

57

Batch Processing - gifts

Enter a gift where the receipt needs approvals

58

Batch Processing - Modifications

Change the designation on an existing gift

59

Batch Processing - Modifications

Create Pledge/Gift Correction batch and modify the designation, date on a pledge 

duplicae with GA-0012/Item#51 ?

n/a - duplicate

60

Bio Updates

Decease a contact 

61

PP-4363

Bio Updates

When you mark a contact as deceased update the deceased check box you receive a Reminder to check open pledges

62

Post Batch Processing

Add, change, delete anonymity on an existing gift or pledge

63

Post Batch Processing

Add, change, delete the descritpion field on an existing gift or pledge

64

Post Batch Processing

Add, change, delete credted opportunity on an existing gift or pledge

65

Post Batch Processing

Add, change, delete the acknowledgement on an existing gift or pledge

66

Receipting

Modify a Grant to Gift Pledge, apply a payment and generate receipt

67

Receipting

Run receipting utility by batch ensure that you receive email confirmation

68

Receipting

Generate a reprint of a receipt, ensure the receipt object is updated and the new file is attached 

69

Receipting

Generate receipts on a batch with a transaction where the receipt needs approval. Ensure the receipt object is created but it does not appear in the aposona report

70

Receipting

Release a receipt where a receipt has previously required approval but can now be sent 

71

Reporting 

Ensure the Open Pledge records button on COA returns a report 

72

Reporting 

Run Imods integration report

73

Reporting 

Run Imods integration errors

74

Batch Processing  - Imods

Run Imods Batch Proof Report on an imodules batch 

75

Batch Processing  - Imods

Convert a lead to an account

GA-0039