Yes, I agree with Melissa on this one - there should be some filtering in Receipts or something that enables the whole Consolidated Receipts process to work better.
I've said it before here, but as far as I'm concerned it is not user friendly at all.
One thing we ran into was receipting for monthly donors at year end. Sure you change their receipt type to consolidated, but if they had happend to give an extra year end donation, the process pulls that gift into the receipt as well. So you really have to filter by query to isolate the particular gifts you want.
And.....if someone gave both by monthly bank debit and monthly credit card throughout the year - say they switched methods partway through the year, it can be tricky trying to isolate a receipt to represent the two totals. This comes into play when your finance office wants to keep credit card gifts separate for accounting purposes.
We ended up adding a gift attribute to monthly credit card gifts so that only those were pulled into the receipt process - so we could run separate totals and receipts for debit and cc.
Yikes, it can drive you bananas at times
Linear Mode
