Hi All, I attempted to enter in a negative contribution amount after our convo in Civi Fortnightly, but the Source field is preventing me from being able to save. I'm getting this error: "Source must be in the format USD 15.25." Could that field be updated to allow?
At the moment when you enter a donation you need to enter the original currency and amount into the source field
This field is basically just used to populate the contribution_extra part lower down
Why is it required?
The majority of donations are USD donations and so we could simply assume that if it's not filled in then we can assume USD. We then have the scenario of people entering in non-USD amounts and forgetting that they need to fill in source & hence it was decided many many many years ago to make it required all the time.
I don't think I'm the only person who wishes it wasn't required.....
- we could fix it to handle negative amounts & leave it as required
- we could make it optional & assume USD if not entered
- we could make it required for only some users - there are hints in the code that the original reason was mistrust of Engage data entry
I'm not too clear who enters non-USD amounts & when - depending on the answer to this question there might be some different options as well
@Eileenmcnaughton on the MGs side of things, we only rarely hand enter non-USD amounts, we might receive a few one off major donor checks in non-USD but these would be processed by Engage and handled in an import. We do however import non-USD amounts e.g. Benevity import and the international wires import.
@MDemosWMF - do Engage hand enter any non-USD checks? These all go in the International check import, right?
@RLewis Correct - any international checks/money orders that come to Engage are in their own batch and are imported using the foreign checks import, they aren't doing any hand entering of non-USD.
@Eileenmcnaughton On our end I think it is mainly the chapter transfer reports we get from Finance that have to be hand entered (usually quarterly), although this process is currently being tweaked to get updates more frequently, and every now and then if we get donor info for a large gift on the international wires report that contribution is hand entered instead of imported
Thanks @Eileenmcnaughton! I just tried it out and it worked. Thanks so much. As a heads up, commas included in the amount field seem to interfere with the auto-populating of the source field. It leads it to show as just 2 digit values instead of the full value. Example: -10,000 or 10,000 turns into USD -10.00 or USD 10.00 respectively. It worked fine though when the comma wasn't included.