Setting Up Institution Defaults

Select this option to deduct the amount of the overpayment from the next scheduled pledge payment.

Select this option to evenly distribute the overpayment throughout all remaining expected pledge payments.

Select this option to retain the pledge schedule as is, without being affected by the additional amount paid by the donor.

Select this option to add the amount of the underpayment to the next scheduled pledge payment.

Select this option to evenly add the underpayment throughout all remaining pledge payments.

This value appears by default throughout the system. It is used when entering gift annuities, pooled income funds, or trusts in planned giving. It is also used to determine the calendar that defines the fiscal year in commitment and membership entry.

Select the default ID for the institutional calendar that determines the fiscal year.

Enter the default clearing account to be used when processing membership and gift transactions. The clearing account holds refunds for donors. The available values for this field include all the valid item types that you can use for a clearing account. Clearing accounts must have a journal set of 0 with an indicator of credit. When a refund is manually issued, this clearing account should be debited and the tender account should be credited.

Enables you to enter additional gifts on the Membership Entry page.

Enter the number of days before a membership period ends. This number represents the period of time during which payments are credited to the next membership period.

For example, a member organization resets membership every June 1, and you set the Membership Days field to 31 days. Therefore, any dues payments that are received for that membership organization after May 1 are credited toward the next membership period.

Enter the maximum number of records that the system retrieves on the involvement roster at one time. If this number is exceeded, the system displays a warning message telling the user that additional records exist but cannot be retrieved without limiting the search criteria.

Click to access the Bio Bit Setup page, where you select the attributes to include in the standard Bio Bit report.

Click to access the Bio Brief Setup page, where you select the attributes to include in the standard Bio Brief report.

Select the event ID that contains the letter code for the default receipt that your institution issues.

Select to send acknowledgement letters for soft credit. The system sends acknowledgement letters to donors with only soft credit on a gift based on the rules set up on the Acknowledgement Setup pages. If a donor has soft credit on a gift, no soft credit acknowledgement is produced unless this option is selected. The system never generates a receipt for recognition of soft credit only, even if this option is selected or the gift is joint with a hard credit donor.

Select to indicate that you want the system to generate acknowledgements for adjusted gifts or adjusted pledges.

If you select either of these two check boxes, the system generates acknowledgements for adjustments based on the rules from the Acknowledgement Setup2 page. If you clear these check boxes, the system does not require acknowledgement rules for adjustments on the Acknowledgement Setup2 page.

Enter the number of days before the planned date of an action that the item should appear on the current view of the assigned resource's to do list.

Although business units may operate under different default currencies, all calculations performed by the system translate to the institution base currency that you select here. To protect historical data, you cannot make further changes after you select a value for this field and save this page.

Select the exchange rate to use when translating amounts to the base currency. Examples of rate type are Official Rate, Spot Market Rate, and Free Market Rate. To protect historical data, you cannot make further changes after you select a value for this field and save this page.