Where do donation memos and transaction memos appear in Shelterluv?

  • Updated

There are two memo types associated with transactions, Donation Memos and Transaction Memos. Donation memos and transaction memos will appear in different accounting reports depending on whether you are running an item based report or a transaction based report, and also whether the transaction contained a donation only, or a donation along with other items

Item based reports will list each individual item purchased on a separate row so you'll see multiple rows associated with one transaction ID (if multiple items are purchased). Item based reports will display the Donation Memo for any donation items, and the transaction memo for all non-donation items.

Item Based Reports:

  • Donations Taken
    • Donation Memo
  • Item Report
    • Donation Items - Donation Memo
    • Non Donation Items - Transaction Memo
  • Custom Events Accounting Report
    • Donation Items - Donation Memo
    • Non Donation Items - Transaction Memo

Transaction based reports will include all items in a single row with one transaction ID, and you'll see the transaction memo with the exception of the Quickbooks report which will include both. 

Transaction Based Reports:

  • Detailed Transaction - Transaction Memo
  • Cash Reconciliation - Transaction Memo
  • Quickbooks Report - Transaction Memo + Donation Memo