How do other Canadian foundations produce a receipt report for their audit and T3010?

JimMartinJimMartin Posts: 2
Conversation Starter Canada First Comment
edited November 10 in Finance & Operations

Hi,

I am trying figure out how to get a report that has our receipt numbers on for our auditors. There are so many fields to pull for a custom report and I have been unable to produce one. We also switched from RE to CS mid-fiscal year.

GrettaKraus

Best Answers

  • KellyScottKellyScott Posts: 17
    Foundant Fan Scholarship Lifecycle Manager (SLM) Foundant Fund Accounting Certificate Third Compass Anniversary
    ✭✭✭
    Answer ✓

    Hi Jim

    I created a basic report using, serial number, donation date, donation name, donation id, and donation amount. You then filter by timeframe you want. I use this for our auditors. Hope this helps.

    Kelly Scott

    JimMartinGrettaKraus
  • AlyssaHazzardAlyssaHazzard Posts: 4
    World Traveler Second Compass Anniversary Canada Grant Lifecycle Manager (GLM)
    Answer ✓

    We do the same as Kelly, but also include the fund name.

    JimMartinGrettaKraus

Answers

  • KellyScottKellyScott Posts: 17
    Foundant Fan Scholarship Lifecycle Manager (SLM) Foundant Fund Accounting Certificate Third Compass Anniversary
    ✭✭✭
    Answer ✓

    Hi Jim

    I created a basic report using, serial number, donation date, donation name, donation id, and donation amount. You then filter by timeframe you want. I use this for our auditors. Hope this helps.

    Kelly Scott

    JimMartinGrettaKraus
  • AlyssaHazzardAlyssaHazzard Posts: 4
    World Traveler Second Compass Anniversary Canada Grant Lifecycle Manager (GLM)
    Answer ✓

    We do the same as Kelly, but also include the fund name.

    JimMartinGrettaKraus
  • JimMartinJimMartin Posts: 2
    Conversation Starter Canada First Comment

    Thank you, Kelly and Alyssa. I forgot completely about serial number. I am still thinking in RE.

    GrettaKraus
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