thankQ Help

Notes

Any further information, which needs to be recorded, about the source code or method of appeal.

Source Start Date

The Start Date of the appeal or campaign. This field can be used for reporting purposes.

Source End Date

The End Date of the appeal or campaign. This field can be used for reporting purposes.

Source Target

The target for the appeal. How much money are you expecting to raise?

Source Budget

The budget for the appeal. This may include operating costs for the mailing / telethon / event.

Associated Mailings

Any Linked mailings will be displayed in this window. Any contacts in the mailing who donate to this source code will be indicated in the Responded column.

If appeal mailings have their own source code they can be used for any follow up mailings to the contacts who donated and who did not donate.

Tax Deductible

This is the default for donations where there is a tax deduction.

Total Number Mailed / Responded

This field is automatically updated by thankQ when a mailing is linked to the source code. Click Edit to change the number manually if there had been any external mailings you wish to record.

Net Reporting

This is for a specific client for their custom reporting so any GST component is not reported.

GST Applicable

This tick box is used where the source incurs GST eg Event Tickets, Merchandise and your organisation is registered for GST.

Input-Taxed

Tick this box if no GST is being claimed and the source is being used for fundraising.

Lottery / Raffle

Tick this box if the source is a lottery or raffle.

Available on Timesheet

If you will be using the Timesheet module, ensure that you tick this option.

Exclude from Fundraising Statistics

When this checkbox is ticked the payments attributed to this source will not be included in the statistics displayed on the Fundraising tab of the Contact Details form. This becomes particularly relevant in cases of one off giving, such as In Memoriam or In Celebration where a one-off donation could skew the results of regular giving or pledges.

Exclude from drop down list

When this checkbox is ticked the source code will not be available in the standard source code pick list.

Archive

When this checkbox is ticked the source code will be archived and the source code will not appear on the standard Administer Source Code form.

Separate Receipt Letters

In Create or Edit mode the Pick List beside this field, if setup in lookup values, will allow you to select the different types of Receipt letters and will segment the mailing so when merging you can select the appropriate template.

These Lookup Value folders can all be found in the Finance folder.

Assoc Destination Code

Enter a default Destination Code. This is a mandatory field. This can be changed when entering payments.

Setup Include Text Rules

Pressing this button will take you to the Text Rules form.