How to find missing contributions from statements
Did a family or member contact you stating a contribution is not displayed on their statement, or is the total incorrect on their tax receipt? Or are you receiving a "No data available for the parameters you requested" message when trying to generate a statement or tax receipt?
Contribution data could be missing for assorted reasons, such as the contribution was:
- Posted to the incorrect year/date
- Posted to the incorrect fund
- Mistakenly posted to the wrong family or member record
- Marked as non-tax-deductive when it should be marked as tax-deductible
- Contribution is in an Open or In Review Batch
- Posted as the wrong payment type or the payment type is not selected in Report Filters
- Recorded to the Member record, not the Family record
- Posted to a fund where staff member generating statements does not have access
- To a payment type not selected for Donor Reports
Start with searching for the contribution(s) using one of the following:
- Contributions List: How to search for a contribution or for a group of contributions
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Batch List: How to search for a batch
- Giving History: How to view family and member giving history
Contribution Found!
Once you have found the contribution, please use these articles to help you get the contribution on the statement or tax receipt:
- Do you need to correct the contribution?
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Do you need to close the batch the contribution is in?
- How to close a batch
- If you have trouble closing batches, see Why can't I close my batch? or Why can't I close a batch that has been flagged for Review?
- Is the contribution payment type selected for Donor reports?
- Do staff members have access to the fund?
- Is the contribution on the member record, not the family record?
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