Add a "Calculate Payment As Of" field option in Reporting

We want to invoice our pledging donors for anything in arrears and anything coming due in the next 3 months. One the quarterly invoices we have been running a report that gives us Arrears Plus Current Payment, Frequency, and Next Payment Amount. We then multiply anyone that is set up on monthly payment by two and add it to the Arrears Plus Current payment amount to equal the quarter. Something can always go wrong with this kind of manual adjustment. I found that the Standard Report (Pledge Report under Journal Entry Reports) has the “Calculate Payment As Of” function  but I can’t modify that to also give me contact information. I think it would be helpful to also have this reporting function in DIY reporting.

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  • Apr 15 2019
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