When you create certain types of gift records, the program automatically inserts information when the Reference field is blank. For example, when you apply a cash gift record to a pledge, “Ins of 02/05/2018” appears in the Reference field on the cash gift record. This message indicates the gift record is applied to the pledge installment dated 02/05/2018. The following table lists the text automatically inserted in the Reference field for certain gift types.
Gift record type
|
Text
|
Example
|
---|---|---|
Pledge Payment*
|
Ins of {Date of installment on pledge schedule to which the gift is applied}
|
Ins of 11/11/2017
|
Matching Gift Pledges and Payments
|
{Name of constituent who generated the matching gift pledge}
|
Frank Rubenstien
|
Automatically generated EFT transactions/payments | EFT {Installment/transaction number}{Frequency}{Scheduled Date of Transaction/Installment} | EFT 0001S1/23/2018 |