When generating your Tax Letters, it is good to know if you have missed any transactions. You can query on Transactions in a date range that have not yet been Receipted with automatically generated receipt numbers.
1. Click Queries 2. Select a category that you want to store this query in 3. Select New Query under the tasks menu 4. Name the query Non Generated Receipt Transactions 5. For Starting criteria select Category: Base Query: All Constituents 6. For Data Return Type choose Journal Entries 7. For Criteria Matching choose Match Each Criteria 8. Select Journal from the Browse Fields drop down menu and click Transaction Generated Receipt Status 9. Mark None 10. Select Commonly Used Fields from the Browse Fields drop down menu and click Individual Transaction Received 11. Fill in Greater Than or Equal To/$.01 12. Select Commonly Used Fields from the Browse Fields drop down menu and click Journal entry Date 13. Fill in desired date range 14. Click Save and Preview