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Add 'Roll Back' option to Recurring Gifts on NXT
Only 'Skip Next Payment' option is available. Both option are available on RE, it is important to have them both on NXT too.0
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View GL distribution on a gift record
When viewing a specific gift record, it would be helpful to see the GL distribution. If anyone has a question which account or department a gift was coded to, this would be an easy way to view rather than having to log into the database view to ge...0
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There should be the option to delete an approved batch in RE NXT
It seems very strange that you are unable to delete a Batch after they are approved. It's common for donors to call and want their gift intent changed, or they didn't originally list their gift intent, so donations are coded as undesignated TBD un...0
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Improvement Auto-RG by allowing every second month installment frequency
We have a number of RGs who are every second month. This would be a great quality of life improvement.0
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Add gift batch as a filter in PowerAutomate "list gifts" function
I'm hoping to automate some reporting to our finance department and am hung up since we report based on batch, but batch number is not a filter in the "List gifts" operation in the Blackaud connector in Power Automate. Is it possible to add this f...0
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Add Solicitor ID as a Gift Fields in the Gift Batch Setup , currently it is only Solicitor Name.
It would be beneficial when importing through Importomatic since it is Solicitor ID in the gift field that is required.0
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Split gift option when entering a batch in database view
It would be helpful if there were a way to enter split gifts in database view. I need to create a control report for split gifts, so this would be helpful.0
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create a way to create a control report from gifts entered manually in a constituent record
This way, we wouldn't need to create a batch and can easily enter gifts directly into a constituent record, with easy access to other information about the constituent. -
create a way to generate both control and transmittal reports from batches already committed
If I've already committed a batch but forgot to check off the boxes to create reports, I then have to delete the batch and re-enter it. This is tedious work that could be avoided if there were a way to create the reports from batches that are alre... -
Unfortunately this is not possible by the moment, each of the batches within a recurring gift batch history cannot be exported/printed individually at the moment.
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