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Direct Debit Gift Date and Transaction Date not Matching
The gift date and transaction date don’t align for direct debits. We understand disbursement dates also don’t align, but we can run a report that shows both the gift dates and disbursement dates. The issue is that direct debit gift dates on a dono...0
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RE NXT to stop creating so many daily batches
Unsure of the process for batches to settle out before a new one is created. Whether it is because of the source/form that transaction comes from or a settlement based on timing. We often end up with numerous batches each day and many only have on...0
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Batch Processing in NXT tweaks
Several items I've noticed that are missing in the NXT batches when compared to the OLX batching process is: There appears to be no "global change" function for campaign, appeal or fund fields. At present it seems the only way to change a field is...4
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Enable adding new payment methods
We have many payment methods incl. over 10 different online platforms - currently we've having to select 'Voucher' for almost everything and then use the 'agency' table to list all the different sources. It would be SO helpful if organisations cou...0
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Ability to EDIT the PDF in Gift Receipting
It would be very helpful to be able to edit the PDF's in the RE NXT Gift Receipting page. Or to even have the ability to print out the email receipt or have a draft copy of the email receipt.17
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NXT Donation Forms: Paying off a pledge
Need the ability for the donations that come in from the RE NXT Donation forms to link the gift to a current pledge that is being paid off. As currently now need to go to database view after approving the gift to then link the gift to the pledge.3 Reviewed: Voting Open
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Import gifts using first and last name to tie them to the gift record
Want to be able to import gifts using first and last name to tie them to the gift record instead of having to search for each constituent's number or the Import ID number.0
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Auto populate GL Post date with BBMS disbursement date
it would be a small but helpful time saver if the GL Post Date would simply be automatically populated with the date from the disbursement calendar, rather than me having to take the time to decipher the calendar.1
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Add ability to filter on Fund custom fields on Gift Lists
We have created several fund attributes/custom fields that we need to be able to filter on in NXT. Specifically, our fundraisers and their manager would like to create a list of all gifts to a specific college or department. This would allow them ...8 Reviewed: Voting Open
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Check number addition
It is useful to have an option to put check number when adding a gift/creating a batch in NXT. It would also be helpful if we could add the receipt number not just that the gift was receipted0