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Add Gift Aid status as a merge field in Thank You letters
Create a Gift Aid merge field in email designer so that we can easily add to thank you letters a confirmation of their deceleration, which is required by law in the UK. Currently if someone creates a new deceleration when donating, we have to acce...0
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Add list filter for gifts with pledge balance
We'd like to be able to see a list of all pledges that are unpaid - whether they are overdue or now. Right now it only allows us to see a list of overdue pledges.8 Reviewed: Voting Open
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add benefits to NXT gift batch
Adding benefits and adjusting receipt would be helpful to mainstreen processes.2 Reviewed: Voting Open
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Fund notes in web view
The Fund management areas needs the ability to add and edit the notes that are in database view0 Reviewed: Voting Open
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Add disbursement date as custom field in NXT
For reconciliation purposes across gifts of all payment methods, we add the date the gift hits the bank account as a custom field. This includes thousands of BBMS transactions annually. It would save a tremendous amount of time if the disbursement...0 Reviewed: Voting Open
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Add the ability to view certain criteria in donor's record when adding a gift in batch. In database view you can do that by going to Define Constituent Field under the Constituent tab.
No description provided2 Planned
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Add and Edit Gift Notes
It would be nice if program staff could add notes to gifts in webview. Related to that, add more permission levels so that those staff are able to edit gift notes but none of the gift information. This would add more detail and context for othe...7 Planned
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Email Notifications for new recurring gifts should include the type of payment
It is very helpful for processing the gifts properly to know from the email notification what kind of transaction was used such as Direct Debit or Credit Card. This information is available on one time gifts made but not recurring gifts.0
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Allow GL distributions to be visible on more reports
Too often, I have clients that want to be able to see GL distribution information on reports for Finance and they want fields that either aren't on the GL Post report or the Cash Receipts Journal. Using Query/Export for reports is definitely less ...0 Reviewed: Voting Open
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Add ability to see who approved an invoice in Fenxt
It would be helpful if we could view who "Approved" an invoice in Fenxt because this is typically criteria our Auditors look for when reviewing our financials. Currently the "Approve" feature for invoices is useless to us because there is no way t...1 Reviewed: Voting Open