Allow for the ability to sell stock during gift batching

Love the new stock/property gift batch column in NXT, but it would be very convenient if we had another column (or in the same window) to enter the stock sale details. Right now, we have to first approve the batch then go into the gift details to sell the stock.

  • Destiny Hoang
  • Sep 25 2026
Batch Entry
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  • Emily Wilson commented
    06 Oct 15:45

    Yes! During busy season, we can receive 25 stock gifts in a week. We enter the stock amount and sale info at the same time currently in database view, and it is a giant pain to have to individually enter stock sale details on each gift, also increasing the likelihood of error and making it much more difficult to reconcile and quality check.

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