Preferences

This field affects only one thing, the YTD stat that appears on Thank You Receipts, the donor's Stats Page, and some other reports. When Denari calculates the YTD field it simply looks at this date and produces a number for each donor for that year. It does not affect the running of End of Year Tax Statements or any other reports. It is simply the Year To Date amount.

 

Denari allows you to control the date rather than using the 'today's date' so that you can control gifts at the end of the year. Normally, in the first week of January you will be receiving gifts that were intended for the previous year. When you print thank you receipts for those gifts your donors will want to see the YTD for that previous year. So this field allows you to change the setting as needed. For example, on January 1 you can come to this field and change it to the new year. During that week you may enter gifts dated in the new year. You can run receipts for those gifts and Denari will calculate the YTD for the new year. But also during that week you may enter several gifts for the previous year. The batch that you enter them in will have a date from the previous year. If you run receipts for those gifts, without making any changes to this setting, Denari will print the YTD for the current year. So you will need to first change this setting back to the previous year, run the receipts for that year, then change it back as needed. You can do that as often as you'd like to get the correct YTD on your receipts. Remember, Denari is using the gift date on the batch and the year that you've set here to calculate the YTD.

If you are using the Standardization feature, when Denari standardizes a name record it puts it into the format dictated by the U.S. Post Office. That means that the street and city are in all upper case and the name fields are in upper and lower case. That is a Post Office thing, not a Denari thing. By default, when that prints on statements like your thank you receipts, it will print in just that format. But, you can change that here if you'd like.

 

There are four options here:

 

 

This setting only applies to statements and reports that Denari prints. It does not change the way the data looks in the name record.

By default, Denari sets up the Source Code field, the one you select when adding new names, as a non-editable field. That field tracks what fundraising function generated that name in your data and the assumption is that you won't ever need to change that field . However, sometimes it is necessary to make a change so you can check this box which will turn that field on the name record page into an editable field. You can come back and un-check it whenever you'd like to make it un-editable again.

Applies to clients using the sponsorship module. By default, Denari assumes that all sponsored names will have only one sponsor or pledge. Checking this box will change that to allow multiple sponsors for all sponsored names. You can also change this on an individual basis as well, allowing multiple sponsors for just one sponsored name record but this changes that on a global level.

This refers to an alternate receipt option that allows you to print thank you receipts with photos in the letter body. If you want to use this option, we will need to set that up separately from the normal receipt process. This field lets you choose between Letter and Legal sized receipts and is usually set by a Synergy Staff person when the template is set up.