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create a journal entry for deleted gifts
When a gift is deleted in RE for a prior period, there is no option to add a post date and also capture in a journal entry to correct FE. RE should capture deleted gifts as it does new gifts so that the manual step to correct FE is not needed.0
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Add ability to upload a scanned document under area where you are entering a donation so it is tied to the exact donation. Example is a DAF letter received with a donation.
No description provided0
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Add total giving by year view for constituent on main summary page under giving without having to manually add them up or download a report.
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Update the gift date when a manual retry on a recurring gift is successful
When you manually retry a recurring gift that automatically processes, the gift date remains as the date of the first try. This causes reconciliation issues when reconciling to BBMS reports and finance departments. Please change the gift date or a...1
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Need more flexibility in Canadian E-Receipt for RENXT.
The e-receipt function for Canadian clients is a welcome addition to NXT, but there's a lot that needs to be tweaked to make it truly effective. We cannot edit any of the formatting or fields included on the PDF receipt. This poses issues all over...1
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List to filter Gift Status (Active, Terminated, Held). Similar field in Insights.
Reporting and monitoring RG and Pledges.1
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FY & CY Total giving
In my Portfolio, for a column option, I'd like too see THIS FY Total giving as an option, as well as LAST FY total giving. I'd also like the option for THIS Calendar Year total giving, and LAST CY total giving.1
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Allow Stock Gifts to record Issuer Number of Units in decimals
We get stock donations that aren't whole numbers. For example, 25.302 number of shares. There is no way to currently enter that information into the system as the field will only allow whole numbers.0
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Merging gifts from JustGiving needs to compare more than email addresses.
I have so many duplicate constituents in my database because all RENXT compares when a gift from JustGiving comes in is the email address. It should compare the billing address to the physical mailing addresses to avoid the duplicated constituents...2
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Add Gift Aid to batch
UK Charities need to add gift aid information when processing gifts.0 In Progress