2019 - Revenue Reclass Process

 

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 Reclasses

Important notes:

  • The resources on this page are only for revenue reclass requests from March - December.
  • We will allow any value of a revenue reclass to be pushed through during this manual process (no $500 minimum)
  • We are not using Salesforce cases for this manual revenue reclass process
  • This process is only for single and bulk revenue reclasses (not split gift or holding key reclasses).
  • Staff should not go mining for money. Donor intent should be your guiding principle when determining what should be submitted to be reclassed.
  • Support Documentation may be needed, and staff should provide the necessary support documentation when submitting their reclass request.
  • While independent of this process, staff are reminded that the expense reclass request process remains as orginally published. Staff should follow the NetSuite Expense Reclass Request Quick Reference Guide for further details.

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:

  • Northeast Region: Amy Voelkl (Distinguished Partners), Fariza Nagamine (Community Development)
  • North Central Region: Stacy Truax
  • Southeast Region: Rachel Cervoni (Distinguished Partners), Kimberly Herlihy (Community Development)
  • West Region: Brittany Yetter
  • North Region: Chad Ausley (Distinguished Partners), Cammie Edgar (Community Development)
  • South Region: Carie Bellanger  
  • Puerto Rico: Louisette Perez 
  • GHQ: Jay Dee Harris and Karen Downs
  • ACS CAN: Dana Hopkins

Finding Payments:

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.

Bulk & Single Revenue Reclass Worksheet:

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 Reclasses

Important Notes:

  • The resources in this section are only for revenue reclass requests for payments that were originally coded to an ACS Inc or ACS CAN Split Gift Holding Key (7GBC2V or TGP3YD)
  • We will allow any value of a revenue reclass to be pushed through during this manual process (no $500 minimum).
  • We are not using Salesforce cases for this manual Split Gift Holding Key revenue reclass process.
  • This process is only for Split Gift Holding Key revenue reclasses (not single or bulk revenue reclasses).
  • Payments not reclassed out of the Split Gift Holding Key by the end of the 2019 Fiscal Year will be automatically reclassed to a General Gift Society Key and will no longer be eligible to be reclassed. 

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.

Support Resources:

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:

  • Staff should use this donation report to identify payments originally coded to an ACS or ACS CAN Holding Key that need to be reclassed

Split Gift Holding Key Reclass Intake Form:

  • Once complete, staff should submit the Split Gift Holding Key Reclass Worksheet using the Split Gift Holding Key Intake Form found here. Note: This intake form is different than the intake form for Single & Bulk Revenue Reclass Worksheets

Split Gift (Non-Holding Key) Revenue Reclasses

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.