Post only Sold stock

Currently, RE posts Unsold and Sold stock to GL, plus capital gains and losses. We are unable to choose if we want to post only Sold stock. If we do that, the donation is not getting posted at all, and the exception report says GL account doesn't exist. With the Gift Type on Gift record of Sold Stock/Property we should be able to choose Sold Stock/Property for GL distribution. Unfortunately, it is not available currently. We only post cash received to GL and have to post each donation of stock manually, otherwise RE double counts by posting unsold and sold stock. We should be able to choose what type we want to post - unsold or sold, just like we have this option for pledges so the pledges are not posted, only pledge payments.

Thank you.

  • Guest
  • Jan 26 2017
  • Attach files