Internal Transfers
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Overview of Internal Transfers
Internal transfers all you to transfer funds from an Investment to a Loan, Gift, or Health Policy account without affecting the cash or bank GL.
- From the DDI Connect main menu, double-click Name/Address System
- Double-click Setup
- Double-click Codes Maintenance
- Double-click Code #531
You have the following options on this screen:
Field | Description |
---|---|
Limit report to | If you wish to limit the report results to a certain number of years, you can enter that number here. Leave this field blank to report against all constituent data |
PIN(s) | Enter the PIN number(s) you wish to report on, separated by commas, or click the search icon to search for the PIN(s) you want to report on |
Include Addresses | If selected, the report output will include all addresses on the constituent record(s) |
Include Relations | If selected, the report output will include the name(s) and PIN number(s) of any linked constituents for each record |
Include Memos | If selected, name/address memos on the constituent record(s) will be included in the report output |
Include Gifts | If selected, the report output will include gift information for the constituent(s) |
Include Events | If selected, the report output will include information on events that the constituent(s) has/have participated in |
Include Local Allocation Data | If selected, the report output will include any local allocations information linked to the constituent account(s) |
Print Options
After clicking the Print Options button you will see the following options. Choose the desired options and click OK to return to the report parameters screen.
Option | Description |
---|---|
Printer | Click the drop down arrow to select from a list of available printers. DDI Connect uses your default printer unless told otherwise |
Format | Click the drop down arrow to select from a list of available formats. Select paper size, number of columns, and number of rows for printing. Each report has built-in format defaults. Select “Use Defaults” to use the built-in report defaults. The number of rows and columns controls the print size and amount of information per page |
Memo | If you wish, you can add a memo to the output of the report. NOTE: It is recommended that Word documents be saved with the .docx extension |
View Report | This option generates a pdf file that is displayed on the screen when the report is generated |
Archive Report | If this option is selected, the system will archive the report in the DDI Connect report archives. For information on working with archived reports, please reference this page: Archived Report Viewer |
Print Report | If selected, the system will generate the report output to your default printer. NOTE: You will also receive a pdf version of the report, displayed on your screen |
Print via PDF | Prints directly to your printer. |
This option allows you to send a .pdf attachment of the report to the indicated users' email addresses. When OK is clicked, a dialog box will open requesting a recipient | |
Duplex/Top | Prints the report on both sides of the paper in landscape style. The printer must be capable of printing on both sides or an error will occur |
Duplex/Side | Prints the report on both sides of the paper in portrait style. The printer must be capable of printing on both sides or an error will occur |
Green bar | Adds shaded, horizontal bars to the report, making it easier to read across columns |
No dialog | Selecting this option means that no ‘Report Completed’ dialog will display after the report has been generated |
Extra copies | If you want extra copies of the report generated, type the number in this field |
Click start. The report will generate and display. Click below to view a sample of this report.