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Import csv or excel file into gift batch
No description providedPlanned
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Allow existing declarations to remain open when importing new declarations for Gift Aid
There a significant change in behaviour between Web View and Database View. Web View appears to prevent prior declarations from remaining open when new ones are added. In Database View, conflicts typically only occur where both the indicator and p...Reviewed: Voting Open
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Gift batch template for recurring payroll gifts
We have several batch template meant for recurring payroll gifts that we used 2x each month. It has all the gift amount, funds which are fix for the employee donors. Can we move that template in webview gift batch entry setting moving forward so t...Planned
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Automate Manual EFT Recurring Gifts in CANADA!!!
Currently you only allow US direct debit recurring gifts to convert to automated processing. Will you be bring this over as an option in Canada? Or provide any option at all? As of now I will have to manually set up new recurring gifts in NXT (tha... -
Show stock gift type on constituent records
We have gifts in the Database view that properly show as Pay-Stock/Property (Sold). In WebView on the "Gifts for [Constituent]" navigated to via the gift section of the constituent's record, they show as "Pledge Payment" for Type. This means that ...Reviewed: Voting Open
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Allow more than 500 gifts when posting to FENXT
When posting gifts from RENXT to FENXT, we post once at month end and always have more than 500 gifts. By limiting the number of gifts that we can post at a time requires us to post multiple times, which is highly inefficient. Database view does n...Reviewed: Voting Open
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Update BBMS Disbursement Schedule
I wanted to know why our organization has to wait 7 days for money to be disbursed to us when we are on a daily schedule. It seems like a long time especially for credit card transactions. Most other platforms and processors are able to deliver th... -
Allow Batch Description to use custom configurations
Regarding the Batch Description and Batch Number information for donation forms and installment batches, I'd like to be able to change the default-applied Batch Description to something shorter, and use my own numbering sequence for the batch numb...Reviewed: Voting Open
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Add print commit report to Approve process
After approving a batch, I would like the print drop-down to include the commit report as well. Right now, it only gives you the option of the validation report. I have to go out to Gifts/Overview and Recently Accessed Batches to open the batch ag... -
Please add "Send Reminders" Option for Pledges in Web View
In database view there is a checkbox on the Gift screen that indicates if reminders are to be sent for pledge payments. It is not obvious if this exists in web view.Reviewed: Voting Open
