When it comes to auto processing recurring gifts and pledges, it is important to make sure that you always have current card information to avoid any disruptions in processing. To stay on top of this, you can create a query to find all credit/debit cards that are expiring in a certain date range for your auto process schedules.
1. Click Queries 2. Select a category that you want to store this query in (Ex: Base) 3. Click New Query under the Tasks menu 4. Name the query 5. For Starting Query select Category: Base and Query: All Constituents 6. For the Data Return Type select Journal Entries 7. For Criteria Matching select Match Each Criteria 8. For Criteria select Dates from the drop down box 9. Click Transaction Scheduled Credit/Debit Card Expiration Date 10. Select or enter the specific date range you need 11. Optionally, to limit results to Active Auto Processing gifts, select Journal in the drop down box, click Transaction Schedule Auto Process Status, and mark Active 12. Click Save and Preview to view results