Dealing with Donor Cover totals vs Gift totals

Betsy Rubenstein
Betsy Rubenstein
Sixth Anniversary Kudos 1 Name Dropper Facilitator 1
in Blackbaud eTapestry® General Discussions

How are others who are using Donor Cover managing the fact that the total received is shown in eTapestry, as opposed to the original gift amount? As far as I'm concerned, we handle our fees in our accounting system, and while I need to receipt my donors for the full amount received, I'm only applying the original gift amount to any particular campaign. The extra covers our expenses, but we don't track that in eTapestry.

I've already added an idea in the idea bank to add a Fees Covered field, basically splitting the fees from the total applied to the campaign in each journal entry where fees are covered.

Comments

  • Betsy Rubenstein
    Betsy Rubenstein
    Sixth Anniversary Kudos 1 Name Dropper Facilitator 1

    ETAP-I-2557 is the idea posted

  • Karen Tuecke
    Karen Tuecke Community All-Star
    Tenth Anniversary Kudos 5 August 2025 Monthly Challenge Badge Name Dropper

    @Betsy Rubenstein you could use the Disbursement option in eTapestry for Processing Fees?? I created an account called Processing Fees and then use the Disbursement option in the Journal Entry Tab. Just a thought for you.

  • Betsy Rubenstein
    Betsy Rubenstein
    Sixth Anniversary Kudos 1 Name Dropper Facilitator 1

    @Karen Tuecke interesting idea. I hadn't thought of that. It does solve the problem of tracking the fees covered, but it doesn't lower the original gift amount on the applied campaign, does it?

  • Karen Tuecke
    Karen Tuecke Community All-Star
    Tenth Anniversary Kudos 5 August 2025 Monthly Challenge Badge Name Dropper

    @Betsy Rubenstein it all depends on how you apply it. I would create a separate dummy account named Processing Fees and if you have a fund, I would apply it to the fund, not the donor account. Then the donor account is not affected.


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