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Being able to mark a gift as Gift Aid yes or no on NEXT batch
Please can you look to add the option to make gifts Gift aid or not on an NXT BatchReviewed: Voting Open
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Allow cash gifts to be linked to a planned gift on another record as realised revenue
This is a commonly discussed issue across BB forums - we need to place the cash received on the individual / organisation that paid us the money, however we need to apply this money as realised revenue against a planned gift. As the person with th...Reviewed: Voting Open
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Add Documents in gift batches in NXT
Would LOVE to have the ability to upload documents (eg copy of check, DAF letter) to gifts within an NXT gift batch rather than the additional step of adding the docs to individual records after posting the batch.Reviewed: Voting Open
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Gift being made on behalf of a corporation/organization & gift applying towards pledges
Once a gift is made on a standardized form you have the ability to process the gift via Webview which is a capability Online Express did not offer. Unfortunately, if a donor is trying to make a donation on behalf of a corporation or a foundation t...Reviewed: Voting Open
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Need column for Batch Number in gift receipting
We send gift receipts by batch number. It would be helpful to be able to see the individual gifts batch number in gift receipting to be able to choose which ones to sendReviewed: Voting Open
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Add Fund Categories to RE NXT list filters
No description provided -
Recurring gifts - allowing tribute from original gift to carry over to batch each month so you don't have to manually add it EVERY month
Recurring gifts - allowing tribute from original gift to carry over to batch each month so you don't have to manually add it EVERY monthReviewed: Voting Open
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Workflow for new donations
Create a workflow that development officers can use, once a donation is received in their portfolio an action is created for them to call, write or email. Now they are running a weekly query to check for this.Reviewed: Need Further Info
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Set up Canadian wording for tax receipts in RE NXT.
Currently the receipt includes the "Contribution amount", but the CRA (Canadian Revenue Agency) requires the "Eligible amount" to be indicated on tax receipts. Reference: https://www.canada.ca/en/revenue-agency/services/charities-giving/charities/...Reviewed: Voting Open
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1 gift receipt for reoccurring gifts
Our monthly donors would prefer 1 receipt rather than 12+ at the end of the year. This should be an option. Thank youReviewed: Voting Open