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Allow recurring batches in Web View
Recurring batches are critical for management of sub sets of gifts that cannot be automated but that also need to be entered with small but key modifications on a periodic basis. Use case - payroll gifts managed by a partner organization whose int...4 Planned
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NXT Batch Template for Database View
We use batch templates in RE Database View, however our Web View Batches download to a different layout. We would prefer these to download to match our templates. We should have a way to customize how they will appear in Database View once they ar...1 Planned
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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...0 Reviewed: Voting Open
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View GL Distributions in RE NXT (i.e. Web View)
You currently cannot view GL Distributions in RE NXT and I've been told by support that there is no plan at the moment to include it and to submit it as an idea. In RE you can view GL Distributions on a specific fund as well as at the gift level b...27 Planned
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Posting Report Posted By Field
The posting report when posting gifts to the general ledge has a Posted By field which is always blank. Having it show the name of the user who is doing the posted would be very helpful for auditing purposes to ensure that we can show the name of ...0
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PDF receipt for online donation
I have donors who are elderly and are not tech savvy. They have set up a monthly donation online and thus receipts are emailed. Well they get upset when they are emailed to them and not printed. I can't issue a PDF receipt to them because it was s...0
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GRID format for Edit Batch Gifts Process
Please, and again I ask please, change the Edit Batch Gifts process from its painstakingly slow and inefficient format to a tabular grid format. When editing a gift batch of fifty donations, I should not have to hit SAVE fifty times. We should als...4 Reviewed: Voting Open
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On Fund page show actual fund revenue, do not round up
No description provided2
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Allow us to set default campaigns, funds and appeals
Like in database view, we need to be able to set: For campaigns, a default fund and appealFor funds, a default campaign and appealFor appeals, a default campaign and fund This is essential to ensure speedy data entry. Web view gift batches make us...0 Planned
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Tribute management added to RE NXT web view
We use the tribute/memorial module quite a bit. We are in a hospice campaign so it would be helpful when someone passes to be able to see who contributed memorial gifts in their record. Currently it is only available in database view.78 Planned