We are introducing special revenue reclass processes for 2019 to help meet the volume demands of the business and deadlines related to fiscal year-end. This page provides you with resources and information on how to follow the new process for Single/Bulk & Split Gift Holding Key Revenue Reclasses.
What's on this page?
Single & Bulk Revenue Reclasses
Split Gift Hold Key Revenue Reclasses
Split Gift (Non-Holding Key) Revenue Reclasses
Single & Bulk Revenue Reclass Points of Contact & Additional Guidance:
While the temporary process for 2019 revenue reclass requests is open to all staff, many business units have determined additional support resources, roles and responsibilities to help staff through this process. Region staff should refer to guidance provided by their Vice President, Business Planning & Operations. Additional points of contact have been included below for reference:
Identified Support Resources:
In most cases, staff should use Salesforce to identify any payments and gather the necessary information to submit their reclass request. For staff who need to identify multiple payments ( e.g. all payments associated with a single Society Key, etc.) a Business Objects report has been created and shared with a select group of identified staff. A list of staff who have access to Business Objects and this report can be found here.
Refer to the below support resources for additional information and step-by-step guidance on how to navigate the process:
Staff should download this worksheet and complete the necessary fields. Please note, many cells require staff to select from pre-defined drop down fields. Reminder: Staff can submit multiple payments per worksheet. A unique worksheet is not needed for each individual payement that needs to be reclassed. Reclass Worksheet Template
Submitting Support Documentation
Certain Reclass Reasons, as determined on the Reclass Worksheet, require support documentation for audit purposes. Staff should submit Support Documentation here.
|Reclass Reason||Support Documentation Required|
|I am changing the Restriction, Revenue Category or Subsidiary||Yes, staff will be required to submit documentation for each request with this reclass reason|
|I am changing an Event Year for a Distinguished Event (deferred income only)||Yes, staff will be required to submit documentation for each request with this reclass reason|
|I am making a change outside of the reasons listed||No, but staff should use the "comments" column of the worksheet to provide any necessary information|
Single & Bulk Reclass Intake Form:
Once complete, staff should submit the Reclass Worksheet using the Reclass Intake Form found here. Please note: Refer to region & department guidance for additional information on who should submit the Reclass Worksheet using the Reclass Intake form.
Split Gift Holding Key Revenue Reclass Points of Contact & Additional Guidance
Questions regarding the Split Gift Holding Key Revenue Reclass process should be directed to the Platform Management Team at PlatformManagement@cancer.org.
Refer to the below support resources for additional information and step-by-step guidance on how to navigate the Split Gift Holding Key Revenue Reclass process:
Split Gift Holding Key Transaction Report:
Split Gift Holding Key Reclass Intake Form:
A revenue reclass process for Split Gift (Non-Holding Key) payments is forthcoming. This section will be updated with details once a process is available for staff.