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USYD walked through business process with Priscila
one off gift, payment against pledge, payment from third party against the pledge
receipt is determined through Acknowledgement so we set it against each of the payment
paper (default) and email (receipt-email) through Apsona
Grants don’t issue tax deductible receipts (rather we call it acknowledgement of funds. We have different acknowledgment (research grant or non research grant). They still have receipt record but the output (Apsona report) is different
we don’t receipt gifts in kind (tax deduction is organized between donor and ATO) or bequests
process payments through SmartBatch
We don’t require receipts to be serialized as legal requirement
we do track how many times the receipt is printed
we showcase how we do receipting
closed a batch
we run receipting utility, enter batch, create
utility doesn’t really tell you its finished in front end but we do receipt email notification
Receipt object, we’ve done customizations
Account Address Temporary - why do we have this field
Print date and sent date - populate by apsona
Receipt On Hold Reason - self explanatory (i.e. when gifts has not been accepted by delegates, we hold the receipt until we get acceptance.)
Original Receipt Name
School, DFN
Special Wording
recipient cc email
we talked about more than 5 designations and the limitations around it. - smartbatch 2.0 we can enter more transaction in frontend
can we dedicate one session for smartbatch 2.0 - maybe towards the end
we are legally required to issue receipt in the name depending on the payment method (i.e. check signator, credit card name, bank account name)
In SmartBatch 2.0, when you add a custom field on page layout and you need to delete the field, do remove the field from the page layout first.
donors with overseas address, we don’t issue mail receipt, override to email receipt
we have different reports which are not consistent. We have raised enhancement request to Apsona where one report/merge action can be sued both for email and non email. (pain point)
Acknowledgement which starts with “NR” we don’t receipt
Annual receipt(Consolidated) - we use for recurring gifts.
Annual frequency gift, we issue the receipt right immediately
we run by receipt job number or the receipt date (i.e. Today)
Direct through Apsona report to reprint receipt, but we have a recent development to reprint through button.
Received from - GRC roll up field
our email go to spam folder, but that’s just the way it is.
we issue receipt for each installment as opposed to one receipt for multiple installment.
if we have grant payment mixed in other normal gift payment batch, there is a manual handling in running the receipting report (maybe a solution needs to be investigated). We can explore if we can combine grant acknowledgement with one report and switch the template based on conditions/criteria.
showed consolidation receipt
3
Holding Account - Receipt voiding
we have holding account (one for donation one for bequest)
when we get the final designation, we do modification to the gift
we don’t need to void the receipt.
There is no option to change the gift without voiding.
we only feed to PeopleSoft once, we control this via batch don't feed flag.
it’s challenging to interpret the way transactions are voided when they are not true voids. They are just being corrected.
we want to understand pledge write offs. now we just have pledge status (pending review). That is our bucket for VPs approval before we write them off.
6
convert a gift into a pledge payment but the receipt stays in the voided single gift.