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automatically generate transactions/payments in batch
We currently use the "automatically generate transactions/payments" function in Database view in batch. This is for constituents where we've set up a recurring gift on their record, but the payment side of it is handled by a third party platform (...Reviewed: Voting Open
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ABILITY TO VIEW UNAPPROVED BATCHES BY FULL SCREEN
WHEN BATCHES ARE CREATED IN WEBVIEW, YOU CAN ONLY WORK OUT OF THEM WITHIN THE BOTTOM OF THE SCREEN - CAN YOU MAKE IT POSSIBLE TO OPEN THE BATCH SO IT FILLS THE WHOLE SCREEN AND WE CAN SEE ALL THE GIFTS WITHIN IT? RIGHT NOW THE DESCRIPTION AND BATC...Reviewed: Voting Open
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Maintain Database Post to General Ledger Export format
As the database version of Raise's Edge is being retired, we would like to request that the Web View Post to General Ledger export be available in the same format and export as the current database version. Currently, the Web View and database exp...Reviewed: Voting Open
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Document listing keyboard shortcuts that can be used in NXT.
Keyboard shortcuts can be extremely helpful for rapid data entry into tables. A concise list of helpful shortcuts such as f3 for the current date would be very helpful.Planned
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Unified view split gifts: Show the amount left instead of/in addition to the amount applied
For easier split amount entry, show the amount that is left to be applied. This is quicker and cleaner than calculating that amount based on gift amount and what has already been applied (also because the split gift screen visually is a bit of a m...Reviewed: Voting Open
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Apply an existing gift to a current pledge
This is a functional on the database version that is crucial to my job. Every month i do a recurring batch and if i can't go in and apply those gifts to a pledge then it'll take a whole lot of time to delete each one and create a new gift just so ...Planned
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Type in credit card information in grid batch
It is simpler and easier to enter credit card information manually, like we do in Database view, rather than having to plug in our external device to add this information.Already exists
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Ability to link recurring gifts to outstanding pledges
We have had several board members who donated via a recurring gift on the Standard Donation form, and I was unable to tie it to their outstanding pledge. I have had to manually zero-out all of the recurring gift credit card payments, and re-enter ...Reviewed: Voting Open
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Web View Entry - Suggested To Have Pull Downs
In Database View you can use a pull down for all the options say for Appeal, Campaign, Fund and then pick from the defined options for your organization. In Web View you need to start to type what you think the Appeal is for it to then populate. I...Reviewed: Voting Open
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Add Standing Order as a payment method
We rely on this field to differentiate those who pay by Direct Debit and those who pay by Standing Order. The fields in NXT need to match database view.Reviewed: Voting Open