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Improve package search in Batch Grid View so it is filtered by the selected appeal and offers a pick list
When typing a package name in batch grid view, even after the appeal has been entered packages from different appeals come up in the search, as we use the same package names for multiple appeals this means the user needs to guess and guessing wron...12
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Enable full ctrl-f browser functionality in grid batch
In grid batch, Ctrl-F "find" functionality in the browser won't find any text that is not currently visible to the user on the screen. This is a problem when trying to find individual columns (by their header name) or constituents in the batch. Th...0
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Select Custom Fields to add to columns in Grid View batch
Grid view is helpful, but we need to view custom fields from our website donations and having to click a button to view the custom fields in form view negates a lot of the advantage of grid view. Please allow is to pick specific custom fields from... -
Recurring Batch Grid Templates in NXT
Please allow - Recurring Batch Grid Templates in NXT0
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Allow 'Gift Subtype' field to be pulled into the 'Journal Reference' field when posting from RE to FE
Allow the 'Gift Subtype' field from gift records to be included in the Journal Reference field configuration when posting from RE to the FE general ledger (Config > General Ledger > General > Journal Reference Configuration). Because this...0
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Stop auto-batching gifts in NXT
Can we not have online gifts being put in batches automatically? Can they just come in as a list of gifts, similar to how it works in Online Express? We can then just tick which ones we want to process. Credit card payments take 2-3 days to clear ...0
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Add Credit Type to Grid Batches
In the database view, we have a credit type where we can choose Mastercard, Visa, Venmo, Apple Pay, etc. It helps our accounting department to reconcile.1
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Please add the ability to see batches already approved in Webview
We can go back and see committed batches in Database view, but in Webview, after approval, they disappear. We need to be able to see batches even after they have been approved. -
Validation Report is needed in NXT Webview
We need the ability to view and print a validation report within a gift batch, before and after the batch is approved. Having the option to generate a batch report would provide helpful documentation for gift backup and support accounting processes.0
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Soft Credit pledges do not pull in the fund information in batch grid
When a soft credit payment is applied to a donor’s pledge, the associated fund information does not populate in the batch grid. As a result, the gift processing administrator must spend additional time searching for and manually entering the missi...