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Add GL Post Date as field to export in Mail Merge
Typically we use the GL Post Date as the date we deposit money into our bank, we would like that date available as a merge field for receipts.0
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Display presence of planned gift on Giving tile
Giving tile currently includes First, Latest, Greatest and Matching. If constituent has a Planned Gift, would be nice to see the Planned Gift and Gift amount display in this area as well.0
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Enter payments in web view as direct debits without having to process them.
Hello, I would like to be able to enter payments in web view as Direct Debits without having to process them (because they have already been received in our bank account and I just need to record them in RE). Yes, I could do it prior to the update...0
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Be able to change the date of a gift while in the Web View
At times, we need to change the date of a gift to coincide with our deposit dates to the bank. Currently, we cannot change this date in the Web View. I have to go back and forth from the web view to the data base view. Would like to just stay in t...0
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Ability to create a static gift query when approving a Gift Management batch
This helps us post to FE by batch which is preferred by our business office0
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Linking the gift t o tribute in online-base
It should be possible to link the gift in online-base to a tribute without the need to go into database and make changes. We set up memorial campaigns, and receive 100's of gifts that I have to manually link to a tribute switching between online-b...0
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Write off viewing capabilities in NXT
NXT needs to have the functionality to show if a gift has been written off. Right now, it only shows a zero balance but doesn't indicate if was paid by the donor or if it was written off. There should be a column available to see this information ...0
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List filter Auto and Manual RGs and Pledges. Similar tag in Insights.
For reporting and monitoring gifts.0
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RE NXT Gift Management: Allow gifts to be saved after appeal/campaign end date.
RE NXT does not allow a user to save gifts with a gift date after an Appeal has ended. Online Express allowed users to do this, so this feels like a step backward in RE NXT. We commonly receive a handful of donations well after a given Appeal has ...0
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Authorization code colum for Batches
It's very helpful for me to see the authorization code in my unapproved batch before I approve it. Using NXT recurring gifts has made me accidentally approve gifts without authorization codes that have never gone through and made our organization ...0